TRILL IMPACT ADVISORY INC.

RIASEC RegisteredEst. 2023
Total AUM
$348M
Discretionary
$0
0% of AUM
Avg account
$174M
Accounts
2
Employees
5
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
328179
Registered since
November 3, 2023
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trill Impact Advisory Inc. is an SEC-registered investment adviser that positions itself as a manager for pooled investment vehicles with an institutional client base. The firm is active on environmental, social and governance (ESG) considerations, integrating impact-related criteria into manager selection and portfolio construction. Its regulatory profile and stated activities indicate a dual role: acting as a portfolio manager for pooled vehicles while also functioning as an adviser/sponsor and managing member or general partner of those vehicles. Ownership is a mix of a foreign entity and an individual, which may inform cross-border governance and investor relationships. The firm’s business model focuses on advising institutional pooled funds rather than retail accounts. Fee arrangements are described as “other,” and the adviser reports non‑discretionary assets, suggesting that Trill Impact Advisory provides investment guidance, manager selection and oversight rather than executing day‑to‑day trading on discretionary mandates. As an ESG‑active adviser that allocates to private equity and hedge funds, the firm appears oriented toward longer‑term, manager‑driven strategies rather than high turnover liquid trading.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW LEVINE

    Partner, CEOCRD 2773650

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
666 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth