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 $2.5 BB (100% Disc, 100% US)
Employees45 (53% Investors, 0% Brokers)
Phone617-423-6655
AddressTwo Financial Center
Boston, MA 02111
Links IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
GOOGL 819,810.0 63.1
MSFT 865,660.0 34.8
PYPL 114,330.0 33.7
AWK 18,800.0 32.4
PNC 58,320.0 28.8
UN 142,890.0 27.8
ADBE 127,640.0 26.9
MKC 18,380.0 25.8
XYL 13,810.0 25.3
BAC 279,520.0 24.7
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Trillium Impact Partners Fund I LP 2019-04-24external
7.1
7.1
View All
Limited Partners 2011 - 2019
New York State and Local Retirement System
New York State Common Retirement Fund
Fund Directors # Filings # Firms
Michelle McDonough 1 1
Comparable Firms State AUM ($BB)
Camden Capital LLC
CA
3.2
The Caprock Group Inc
ID
2.8
Wildcat Capital Management LLC
NY
2.8
Westmount Asset Management LLC
CA
2.6
McCutchen Group LLC
WA
2.5
Focused Investors LLC
CA
2.2
Abacus Wealth Partners LLC
CA
2.1
Wescott Financial Advisory Group LLC
PA
2.0
IWP Wealth Management LLC
CO
2.0
Interocean Capital LLC
IL
1.9