Trillium Asset Management

RIASEC RegisteredEst. 1982
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$2.1M
Accounts
2,043
Employees
53
Advisory reps
15

Firm details

Headquarters
Boston, Massachusetts
CRD number
110901
Registered since
December 3, 1982
Website
www.trilliuminvest.com
Custodians
CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals35.61%
  • Charitable Organizations19.15%
  • Investment Companies18.34%
  • HNWI17.67%
  • Pooled Investment Vehicles4.67%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Trillium Asset Management is organized as a limited liability company and has been registered with the SEC since 1982. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-assets and fixed fees. Trillium is identified as an active ESG investor and offers a range of advisory services, including discretionary portfolio management for individuals, pooled vehicles and institutions, manager selection, and client education through publications and seminars. The firm's classification in the dataset includes activity as a private equity fund and it also acts in sponsor/GP and managing-member roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 79%, Investment Grade Corp Bonds 6%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 2%, Other 2%, US Government Bonds 1%79%
  • Exchange Traded Equities79%
  • Investment Grade Corp Bonds6%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%
  • Public Funds/Mutual Funds2%

Owners & executives

2 of 2

  • Whitney Zelee

    Chief Administrative OfficerCRD 7843670

  • Yana Karalnik

    Chief Compliance OfficerCRD 7782038

Contacts

3 of 13
  • Alan Lo Proto

    Alan Lo Proto

    DirectorCRD 7788621

  • Matthew Patsky

    Matthew Patsky

    Portfolio ManagerCRD 1302140

  • Cheryl Smith

    Cheryl Smith

    Portfolio ManagerCRD 3023806

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$20.7M in ETFs

Passive

50%

$10.4M

Active

1%

$10.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ESG MSCI KLD 400 ETF (DSI)BlackRock$10.1M70,79348.75%
Unlock additional holdings →

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Congress St
Time zone
ET (UTC-5)
Office locations

Similar firms

Reynders, Mcveigh Capital Management, LLC

RIA

Boston, MA

AUM $4.2BTEAM 35REPS 23

Polaris Growth Management, LLC

RIA

Boston, MA

AUM $4.2BTEAM 51REPS 4

Martingale Asset Management

RIA

Boston, MA

AUM $4.2BTEAM 25REPS 4

Boston Common Asset Management, LLC

RIA

Boston, MA

AUM $4.2BTEAM 39REPS 9

Evolution Credit Partners Management, LLC

RIA

Boston, MA

AUM $4.1BTEAM 43REPS 6

Boston Trust Walden Inc.

RIA

Boston, MA

AUM $4.6BTEAM 32REPS 7
More RIAs in Boston →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth