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TRILLIUM ASSET MANAGEMENT
TRILLIUM ASSET MANAGEMENT, LLC
CRD 110901 · SEC 801-17958
ONE CONGRESS STREET, SUITE 3101, BOSTON, MA, 02114, United States
Phone
617-423-6655
Fax
617-482-6179
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.31B
Discretionary AUM
$4.31B
Team
53 total employees; 38 advisory reps; 12 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1131 | $1.53B |
| High net worth individuals | 600 | $760.9M |
| Investment companies | 2 | $789.7M |
| Pooled investment vehicles | 33 | $201.2M |
| Pension/profit sharing plans | 7 | $31.7M |
| Charitable organizations | 222 | $824.6M |
| Corporations/business entities | 48 | $164.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD