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TRILLIUM INVESTMENTS

TRILLIUM INVESTMENTS LLC

CRD 300353 · SEC 801-132408

Visit website

1398 55TH STREET, EMERYVILLE, CA, 94608, United States

Phone

510-601-8800

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.6M

Discretionary AUM

$122.6M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals11$12.3M
High net worth individuals47$110.3M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD