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TRILLIUM ASSET MANAGEMENT
Legal name: TRILLIUM ASSET MANAGEMENT, LLC
CRD 110901File 801-17958
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.