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TRILLIUM ASSET MANAGEMENT
BOSTON, MA
617-423-6655
SEC #801-17958Total AUM
$4.3B
Employees
53Clients
2,043Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE CONGRESS STREET
SUITE 3101
BOSTON
MA 02114
United States
SUITE 3101
BOSTON
MA 02114
United States
Operating Hours
9AM TO 5PM EASTERN
Monday - Friday
Monday - Friday
Phone
617-423-6655
Other Offices
1
Financials
Total AUM
$4.3B
Accounts
2,043Discretionary
$4.3B
Accounts
2,043Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,131AUM
$1.5B
HNW Individual Clients
600AUM
$760.9M
Investment Company Clients
2AUM
$789.7M
Pooled Vehicle Clients
33AUM
$201.2M
Pension/Profit Sharing Plan Clients
7AUM
$31.7M
Charitable Organization Clients
222AUM
$824.6M
Corporation or Business Clients
48AUM
$164.1M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.