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Trillium Investments LLC

● SEC registered since 2025CRD 300353SEC# 801-132408Emeryville, CA
Export (members)
Reg. AUM
$114.2M
Employees
2
Accounts
225
Location
Emeryville, CA

Trillium Investments LLC assets under management

Trillium Investments LLC is an investment advisory firm registered with the SEC based in Emeryville, CA. The firm has been registered since 2025. It reports $114.2 million in regulatory assets under management and employs 2 people.

Trillium Investments LLC owners & executives

1 reported
NameTitleOwnershipSince
Nikhil Bhardwaj ControlPrincipal And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Trillium Investments LLC manage?

Trillium Investments LLC reports $114.2 million in regulatory assets under management on its Form ADV.

How many employees does Trillium Investments LLC have?

Trillium Investments LLC reports 2 employees.

Where is Trillium Investments LLC located?

Trillium Investments LLC is based in Emeryville, CA and has been SEC-registered since 2025.

Does Trillium Investments LLC disclose fund performance?

Trillium Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1398 55th Street, Emeryville, CA 94608
Phone510-601-8800
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2130315
Discloses disciplinary historyNo

Assets under management

Discretionary$114.2M
Non-discretionary$0
Total (RAUM)$114.2M