Trillium Square Advisors LLC

Overview

Trillium Square Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that can place capital with outside managers. Its compensation mixes traditional percentage-of-AUM fees with hourly and fixed-fee arrangements and, where applicable, performance-based fees. Advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm also runs educational seminars and workshops. It does not identify as an active ESG investor, and it is not a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives