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TRILLIUM INVESTMENTS

EMERYVILLE, CA · CRD 300353 · IAPD ↗ · trilliuminvestments.com · 510-601-8800

$122.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — TRILLIUM INVESTMENTS (EMERYVILLE, CA) is newly SEC-registered with $114.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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