Key facts
- Trillium Asset Management’s last known valuation is $63.8M.
- Trillium Asset Management has filed 2 Form Ds with the SEC since 2010, most recently Jul 2011 ($256K sold to 8 investors).
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Alex JovanovicManaging Director of Private Client and Investment Manager
- Anisur RahmanSenior Analyst of Investment Operations
- C. McMillanFixed Income Portfolio Manager
- Cameron RuggieroPortfolio Associate
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- ·The full record, as it builds
Funding rounds
No funding rounds for Trillium Asset Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Trillium Asset Management
Provider of investment strategies and services catering to institutions, intermediaries, high-net-worth individuals and other charitable and non-profit organizations. The company offers equity, fixed income and mutual funds investment strategies with implementing ESG principles to create a distinct competitive advantage and build long-term value for its customer's business.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 50
- Website
- trilliuminvest.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Trillium Asset Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Trillium Asset Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Trillium Asset Management in its N-PORT filings yet. We sweep new filings monthly.