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| Trillium Asset Management LLC
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| CRD # | 110901 |
| SEC # | 801-17958 |
| CIK # | 0000884541 |
| AUM | 4,305.1 M (2026-03-27) |
| Employees | 53 (72% Investors, 0% Brokers) |
| Phone | 617-423-6655 |
| Address | One Congress Street Boston, MA 02114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Sempra Energy | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Intercontinentalexchange Group Inc | 0.2 | ||
| Atmos Energy Corp | 0.2 | ||
| Union Pacific Corp | 0.2 | ||
| Philip Morris International Inc | 0.2 | ||
| CSX Corp | 0.2 | ||
| Thermo Fisher Scientific Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Trillium Impact Partners Fund I LP | [2019-05-16] | 25.5 M | 20.5 M |
| Offered $50,000,000 · Filed 2020-04-17 (D/A) · Exemption 506(b), 3(c)(1) · Minimum $100,000 · Remaining $24,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,131 | 1.5 |
| (b) Individuals (high net worth individuals) | 600 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 33 | 0.2 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 222 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,043 | 4.3 |
| By Discretionary | ||
| Discretionary | 2,043 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,043 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 2,043 | 4.3 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michelle McDonough | Promoter | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000884541] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 12 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | 76260438 |
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