| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trillium Impact Partners Fund I, LP | Private Equity | $20.5M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jay Lo Proto Control | Director | Under 5% | 2023 |
| Alexander Jovanovic Control | Managing Director - Private Client | Under 5% | 2023 |
| Cheryl Irene Smith Control | Director | Under 5% | 2023 |
Trillium Asset Management, LLC reports $5 billion in regulatory assets under management on its Form ADV.
Trillium Asset Management, LLC manages 1 private funds with combined gross assets of $20.5 million.
Trillium Asset Management, LLC reports 50 employees.
Trillium Asset Management, LLC is based in Boston, MA and has been SEC-registered since 1982.
Trillium Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Congress Street, Suite 3101, Boston, MA 02114 |
| Phone | 617-423-6655 |
| Fax | 617-482-6179 |
| Office hours | 9a.m. To 5p.m. Eastern |
| SEC region | Boston Regional Office (BRO) |
| CIK | 884541 |
| Discloses disciplinary history | No |
| Discretionary | $5.01B |
| Non-discretionary | $0 |
| Total (RAUM) | $5.01B |