TRILLIUM SQUARE ADVISORS LLC

TRILLIUM SQUARE ADVISORS LLC is an SEC-registered investment adviser (CRD 296487). Regulatory assets under management: $51.8M.

Registration

• CRD: 296487
• Type: Registered investment adviser
• Phone: (919) 825-1818
• Latest filing: 2026-07-17
• Regulatory AUM: $51.8M
• Discretionary AUM: $43.9M
• Non-discretionary AUM: $7.9M
• Clients: 5
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296487 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search