|
⚲
|
| Trillium Investments LLC
✚
|
|
|---|---|
| CRD # | 300353 |
| SEC # | 801-132408 |
| CIK # | 0002130315 |
| AUM | $122.6 M (2026-04-17) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 510-601-8800 |
| Address | 1398 55th Street Emeryville, CA 94608 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 12.3 |
| (b) Individuals (high net worth individuals) | 47 | 110.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 122.6 |
| By Discretionary | ||
| Discretionary | 250 | 122.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 122.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.6 | |
| Total | 250 | 122.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Worth Financial Group Inc
✚
|
TX | 0.1 |
|
Legacy Financial Services Group Inc
✚
|
MI | 0.1 |
|
Contango Wealth Management LLC
✚
|
CA | 0.1 |
|
RALL Capital Management Inc
✚
|
FL | 0.1 |
|
TC Financial Management Co Inc
✚
|
NJ | 0.1 |
|
Elevated Wealth LLC
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|
0.1 | |
|
UAK Diversified LLC
✚
|
0.1 | |
|
Kahn Financial Group Inc
✚
|
FL | 0.1 |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
FNEX Wealth LLC
✚
|
IN | 0.1 |