RIA Intel›Advisers›Massachusetts›TRILLIUM ASSET MANAGEMENT, LLC

TRILLIUM ASSET MANAGEMENT, LLC

Advisory

N·BOSTON, MA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM
$4.3B
1-Year AUM Growth
+11.1%
3-Year CAGR
+6.5%
Employees
38
Assets Under Management
Total AUM$4.3B
Discretionary AUM$4.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,149
Team
Total Employees38
Investment Advisers53
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record60
First FilingApr 12, 2001
Latest FilingJul 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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