Investment adviser · CRD 110901

TRILLIUM ASSET MANAGEMENT

Investment adviser filing (IA)

TRILLIUM ASSET MANAGEMENT, LLC

BOSTON, MA, United States · Form ADV filed Sep 3, 2026

Regulatory AUM
$4.31B
Form ADV · Item 5.F
Client accounts
2,043
Accounts, not individual clients
Employees
53
Reported in this filing
Advisory professionals
38
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals1,131$1,532,883,82035.6%
Charities222$824,595,17419.2%
Investment companies2$789,723,70918.3%
High-net-worth individuals600$760,875,73317.7%
Pooled investment vehicles33$201,163,2184.7%
Corporations & businesses48$164,132,6303.8%
Retirement plans7$31,693,6730.7%
Filing source

Form ADV 2129668 · Sep 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRILLIUM IMPACT PARTNERS FUND I, LPPrivate Equity Fund · Last reported Sep 3, 2026$20.5MGross asset value

Form D fundraising filings

Trillium Impact Partners Fund I, LP

Fund administrator GP FUND SOLUTIONS, LLC FORT LAUDERDALE, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

Fund details & source
Fund ID
805-9932676095
Reported beneficial owners
65
Minimum commitment
$100K
Form D file number
021-337956

Form ADV 2129668 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 3, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

ONE CONGRESS STREET, SUITE 3101
BOSTON, MA, 02114, United States

CRD 110901

Filing source

Form ADV 2129668 · Sep 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.