Trillium Asset Management

Overview

Trillium Asset Management is an SEC-registered investment adviser formed in 1982 that combines public equity portfolio management with activity as a private fund sponsor and managing member of pooled vehicles. The firm serves both individual and family clients as well as institutional investors, charging a mix of percentage-of-AUM and fixed-fee arrangements. Trillium lists active ESG investing among its practices and provides a range of advisory services including portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, plus investor education and periodic publications. The firm is organized as a limited liability company and is identified in FINTRX data as operating private equity fund strategies alongside its public-market work. Its governance and operating roles extend to acting as a general partner or managing member for vehicles it sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices