Trillium Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 27, 2026, reports $4.3B in regulatory assets under management, 53 employees, 1 office, and 2,043 accounts.
Assets Under Management
$4.3B
Employees
53
Offices
1 office
Total Clients
2,043
Primary office
BOSTON, MA
ONE CONGRESS STREET, SUITE 3101, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
1,131
2
HNWI
29.4%
600
3
Charitable
10.9%
222
4
Corporations
2.3%
48
5
Pooled Investment Vehicles
1.6%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 27, 2026
Discretionary100.0%
$4.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.3B
Total Accounts2,043
10Y AUM Change+$2.1B (+94.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee39:1
10Y Employee Change+8 (+17.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.