Key facts
- Trillium Asset Management is a other based in Boston, Massachusetts.
- The team roster lists 24 people.
- Trillium Asset Management reports $32.0M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
About Trillium Asset Management
Trillium Asset Management is a money management firm based in Boston, Massachusetts. Established in 1982, the firm manages equity and fixed-income investments for high-net-worth individuals, foundations, endowments, religious organizations, financial advisors, their clients, and other non-profits. The assets are managed by the executive team. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 110901- Regulatory AUM
- $32.0M
- Private fund assets
- $20.5M
- Private funds
- 1 · 1 private equity
- Staff
- 53
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TRILLIUM ASSET MANAGEMENT, LLC).
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Portfolio
No portfolio companies for Trillium Asset Management are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Trillium Asset Management's AUM?
- Trillium Asset Management manages approximately $5K in assets.