Trill Impact Advisory Inc.

RIASEC RegisteredEst. 2023
Total AUM
$348M
Discretionary
$0
0% of AUM
Avg account
$174M
Accounts
2
Employees
5
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
328179
Registered since
November 3, 2023
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trill Impact Advisory Inc. is an institutional registered investment adviser that focuses on portfolio management for pooled investment vehicles. The firm is SEC-registered (2023) and identifies its client base as institutional. In its operating role it functions not only as an adviser but also in sponsor/GP and managing-member capacities for pooled vehicles. Ownership is shared between a foreign entity and an individual, and the firm reports fee arrangements outside the standard retail fee schedules. Trill Impact describes itself as an active ESG investor and incorporates that orientation into its advisory activity. It is not positioned as a capital allocator and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Levine

    Matthew Levine

    Partner, CEOCRD 2773650

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
666 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth