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TRILLIUM ASSET MANAGEMENT

BOSTON, MA · CRD 110901 · IAPD ↗ · trilliumassetmanagement.com · 617-423-6655

$4.31BRegulatory AUM
38Advisory reps
53Employees
12Clients
0Planning clients
1Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — TRILLIUM ASSET MANAGEMENT changed its website from trilliummutualfunds.com to trilliumassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — TRILLIUM ASSET MANAGEMENT notice-filed in AK, AL, AR, IA, KS, MS, ND, NE, OK, PR, SD, VI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2025 — TRILLIUM ASSET MANAGEMENT changed its website from trilliuminvest.com to trilliummutualfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2025 — TRILLIUM ASSET MANAGEMENT notice-filed in HI, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — TRILLIUM ASSET MANAGEMENT shrank from 46 to 38 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.