Trillium Asset Management

RIASEC Registered

Total AUM

$4.3B

Discretionary

$4.3B

100% of AUM

Avg account

$2.1M

Accounts

2,043

Employees

Advisory reps

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 LLC that operates as an investment adviser and manager of both individual portfolios and pooled investment vehicles. The firm is SEC registered (registered in 1982) and serves a mix of individual/family and institutional clients. Its advisory services include portfolio management for individuals, businesses and pooled vehicles, selection of sub‑advisers, and publication and educational activities. Trillium charges a mix of percentage‑of‑assets and fixed fees and reports an active ESG investment approach. The firm is also identified in regulatory data as acting in sponsor/GP and managing‑member roles for pooled vehicles.