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TRILLIUM ASSET MANAGEMENT
Legal name: TRILLIUM ASSET MANAGEMENT, LLC
CRD 110901File 801-17958
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.31B
Top 25% of cohort (national)
Discretionary AUM
$4.31B
Clients
2,043
2,043 accounts
Employees
53
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 3, 1982
- Principal office
- ONE CONGRESS STREET, SUITE 3101, BOSTON, MA, 02114
- Phone
- 617-423-6655
- Website
- HTTPS://TRILLIUMINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.31B
- Discretionary AUM
- $4.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,043
- Non-discretionary accounts
- 0
- Total accounts
- 2,043
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $164.1M |
| Investment companies | 2 | $789.7M |
| Charitable organizations | 222 | $824.6M |
| High net worth individuals | 600 | $760.9M |
| Pooled investment vehicles | 33 | $201.2M |
| Pension and profit sharing plans | 7 | $31.7M |
| Individuals (other than high net worth individuals) | 1,131 | $1.53B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 53 | increased by3 |
| Apr 1, 2026 | Clients | 2,149 | 2,043 | decreased by106 |
| Apr 1, 2026 | AUM | $5,012,664,360 | $4,305,067,957 | decreased by$707,596,403 |
| Apr 1, 2026 | Accounts | 2,149 | 2,043 | decreased by106 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 50 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,057 | 2,149 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,676,112,804 | $5,012,664,360 | decreased by$663,448,444 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,057 | 2,149 | increased by92 |
| Apr 1, 2022 | Employees | 38 | 40 | increased by2 |
| Apr 1, 2022 | Clients | 1,780 | 2,057 | increased by277 |
| Apr 1, 2022 | AUM | $4,068,848,331 | $5,676,112,804 | increased by$1,607,264,473 |
| Apr 1, 2022 | Accounts | 1,780 | 2,057 | increased by277 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRILLIUM ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRILLIUM ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.