TRILLIUM INVESTMENTS

Overview

Trillium Investments is an owner-operated limited liability company that provides portfolio management to individuals and small businesses. The firm charges fees as a percentage of assets under management and reports SEC registration in 2025. Its client base is focused on individuals and families rather than institutional or pension clients. Trillium does not identify as an active ESG investor, does not operate as a capital allocator or a multi-state adviser, and manages client assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices