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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Trillium Investments LLC
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|---|---|
| CRD # | 300353 |
| SEC # | 801-132408 |
| CIK # | |
| AUM | $114.2 M (2025-03-13) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 510-601-8800 |
| Address | 1398 55th Street Emeryville, CA 94608 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 3.7 |
| (b) Individuals (high net worth individuals) | 40 | 110.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 114.2 |
| By Discretionary | ||
| Discretionary | 225 | 114.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 225 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.2 | |
| Total | 225 | 114.2 |
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|---|---|---|
|
KOON Financial Planning & Consulting LLC
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IN | 0.1 |
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Wisconsin Wealth Advisors LLC
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WI | 0.1 |
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NY | 0.1 |
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Brindle & Bay Financial Advisors LLC
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TX | 0.1 |
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Fiduciary Wealth Advisors LLC
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FL | 0.1 |
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Open Source Investments LLC
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0.1 | |
|
Aluman Inc
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0.1 | |
|
Sustainvest Asset Management LLC
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NJ | 0.1 |
|
Heximer Investment Management Inc
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OH | 0.1 |
|
Dougherty & Associates LLC
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|
FL | 0.1 |