Overview
Assets Under Management: $123 million
Headquarters: EMERYVILLE, CA
High-Net-Worth Clients: 47
Average Client Assets: $2.3 million
Frequently Asked Questions
TRILLIUM INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300353), TRILLIUM INVESTMENTS is subject to fiduciary duty under federal law.
TRILLIUM INVESTMENTS is headquartered in EMERYVILLE, CA.
TRILLIUM INVESTMENTS serves 47 high-net-worth clients according to their SEC filing dated April 17, 2026. View client details ↓
According to their SEC Form ADV, TRILLIUM INVESTMENTS offers portfolio management for individuals. View all service details ↓
TRILLIUM INVESTMENTS manages $123 million in client assets according to their SEC filing dated April 17, 2026.
According to their SEC Form ADV, TRILLIUM INVESTMENTS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00%
Average Client Assets: $2.3 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 300353
Filing ID: 2095912
Last Filing Date: 2026-04-17 11:46:11