Trillium Square Advisors LLC

Overview

Trillium Square Advisors LLC is an independent registered investment adviser operating as a limited liability company that serves both individual and institutional clients. The firm leans heavily toward equity allocation, favoring exchange-traded instruments as the backbone of client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related work, selection of other advisers, and educational programming. Fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly, fixed-fee, and performance-based structures, which allows the firm to tailor pricing to different client needs and strategies. Investment activity centers on public equity exposure delivered primarily through exchange-traded vehicles, with a clear preference for equities over fixed income or cash. The firm also uses external managers and third-party fund vehicles when clients require exposure outside the core equity sleeve, and it provides consultative selection of outside advisers where specialized capabilities are needed. Trillium Square is not positioned as an ESG-focused manager in its filings.

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Public Holdings

Investments & Alternatives

Location & Offices