Trillium Asset Management LLC

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Assets, Funds, Holdings

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Trillium Asset Management LLC
CRD #110901
SEC #801-17958
CIK #884541
AUM $3.3 BB (76% Disc, 100% US, 2020-03-30)
Employees45 (53% Investors, 0% Brokers)
Phone617-423-6655
AddressTwo Financial Center
Boston, MA 02111
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
GOOGL 970,260.0 63.1
MSFT 1,376,930.0 47.2
MRK 195,010.0 35.8
MKC 22,730.0 34.1
AWK 21,860.0 33.4
PYPL 172,580.0 32.8
MA 304,460.0 31.3
VZ 224,690.0 29.3
AAPL 1,372,810.0 28.7
UN 113,800.0 26.4
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Holdings by Sector ($)
1.71.41.00.70.30.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Trillium Impact Partners Fund I LP [2019-04-24] 25.5 7.1
View All
Fund Directors # Filings # Firms 2011 - 2020
Michelle McDonough 1 1
Comparable Firms State AUM ($BB)
Klingenstein Fields & Co LLC
NY 4.1
Medley Partners Management LLC
CA 3.9
Weitz Investment Management Inc
NE 3.8
Pacific Portfolio Consulting LLC
WA 3.8
The Caprock Group Inc
ID 3.6
Truvvo Partners LLC
NY 3.1
Westmount Asset Management LLC
CA 3.1
McCutchen Group LLC
WA 3.0
Abacus Wealth Partners LLC
CA 2.7
Focused Investors LLC
CA 2.6
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