TRILLIUM INVESTMENTS LLC

TRILLIUM INVESTMENTS LLC of EMERYVILLE, CA is an SEC-registered investment adviser (CRD 300353). Regulatory assets under management: $122.6M.

Registration

• CRD: 300353
• SEC file number: 801-132408
• Type: Registered investment adviser
• Location: 1398 55TH STREET, EMERYVILLE, CA, 94608
• Phone: 510-601-8800
• Latest filing: 2026-04-17
• Regulatory AUM: $122.6M
• Discretionary AUM: $122.6M
• Clients: 2
• Accounts: 250

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300353 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search