Trill Impact Advisory Inc.
● SEC registered since 2023CRD 328179SEC# 801-129013New York, NY
Reg. AUM
$348.2M
Employees
5
Accounts
2
Location
New York, NY
Trill Impact Advisory Inc. assets under management
Trill Impact Advisory Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2023. It reports $348.2 million in regulatory assets under management and employs 5 people.
Trill Impact Advisory Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Stuart Levine Control | Ceo / Director / Cco | Under 5% | 2023 |
| Trill Impact Advisory Ab Control | Shareholder | Over 75% | 2023 |
| Jan Inge Stahlberg Control | Shareholder | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Trill Impact Advisory Inc. manage?
Trill Impact Advisory Inc. reports $348.2 million in regulatory assets under management on its Form ADV.
How many employees does Trill Impact Advisory Inc. have?
Trill Impact Advisory Inc. reports 5 employees.
Where is Trill Impact Advisory Inc. located?
Trill Impact Advisory Inc. is based in New York, NY and has been SEC-registered since 2023.
Does Trill Impact Advisory Inc. disclose fund performance?
Trill Impact Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 666 3rd Avenue, 22nd Floor Suite 2202, New York, NY 10017 |
| Phone | 917-733-5510 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$348.2M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$348.2Mregulatory AUM
Discretionary $0Non-discretionary $348.2M