Investment adviser · CRD 300353
TRILLIUM INVESTMENTS
Investment adviser filing (IA)
TRILLIUM INVESTMENTS LLC
EMERYVILLE, CA, United States · Form ADV filed Apr 17, 2026
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 250 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $110,308,656 | 90.0% |
| Individuals | 11 | $12,256,518 | 10.0% |
Filing source
Form ADV 2095912 · Apr 17, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1398 55TH STREETEMERYVILLE, CA, 94608, United States
CRD 300353
Filing source
Form ADV 2095912 · Apr 17, 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.