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Type	Result	AUM

Trillium Investments LLC ✚
CRD #	300353
SEC #	801-132408
CIK #	0002130315
AUM	122.6 M (2026-04-17)
Employees	2 (50% Investors, 50% Brokers)
Fees
Minimum
Phone	510-601-8800
Address	1398 55th Street Emeryville, CA 94608
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7 – Types of Clients We provide investment management services to high net worth individuals. Minimum account size is generally $500,000 however, this is at the discretion of Trillium Investments.

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Retail

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