TRILLIUM ASSET MANAGEMENT

RIASEC RegisteredEst. 1982
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$2.1M
Accounts
2,043
Employees
53
Advisory reps
14

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
110901
Registered since
December 3, 1982
Website
www.trilliuminvest.com
Custodians
CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals35.61%
  • Charitable Organizations19.15%
  • Investment Companies18.34%
  • HNWI17.67%
  • Pooled Investment Vehicles4.67%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Trillium Asset Management is an SEC-registered investment adviser organized as an LLC and in operation since 1982. The firm serves both individual/family clients and institutional investors and charges a mix of AUM-based and fixed fees. Its advisory scope spans direct portfolio management for individuals, pooled vehicles and institutional accounts, selection of outside advisers, and client education through newsletters and seminars. Trillium identifies as an active ESG investor and also functions in sponsor/G.P. and managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Investment Grade Corp Bonds 6%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 2%, Other 2%, US Government Bonds 1%79%
  • Exchange Traded Equities79%
  • Investment Grade Corp Bonds6%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%
  • Public Funds/Mutual Funds2%

Owners & executives

2 of 2

  • Whitney Zelee

    Chief Administrative OfficerCRD 7843670

  • YANA KARALNIK

    Chief Compliance OfficerCRD 7782038

Contacts

3 of 12

  • Alan Lo Proto

    DirectorCRD 7788621

  • MATTHEW PATSKY

    Portfolio ManagerCRD 1302140

  • CHERYL SMITH

    Portfolio ManagerCRD 3023806

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 12

Active vs passive

$18.5M in ETFs

Passive

47%

$8.7M

Active

1%

$9.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ESG MSCI KLD 400 ETF (DSI)BlackRock$9.5M132,55651.56%
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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth