Trillium Asset Management, LLC
● SEC registered since 1982CRD 110901SEC# 801-17958Boston, MA
Ranks #1,465 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$4.31B
Fund GAV
$20.5M
Private funds
1
Employees
53
Accounts
2,043
Location
Boston, MA
Trillium Asset Management, LLC assets under management
Trillium Asset Management, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1982. It reports $4.3 billion in regulatory assets under management and employs 53 people. Trillium Asset Management, LLC manages 1 private fund with combined gross assets of $20.5 million, including Trillium Impact Partners Fund I, LP. By regulatory assets, it ranks 1,465 of 6,030 private fund managers.
Trillium Asset Management, LLC private funds
1 funds · $20.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trillium Impact Partners Fund I, LP | Private Equity | $20.5M | $100K |
Trillium Asset Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Jovanovic Control | Ceo | Under 5% | 2026 |
| Allan Jay Lo Proto Control | Director | Under 5% | 2023 |
| Cheryl Irene Smith Control | Director | Under 5% | 2023 |
| Matthew William Patsky Control | Director | Under 5% | 2026 |
| Perpetual US Holding Company Inc Control | Owner | Over 75% | 2020 |
| Sada Marie Geuss Control | Managing Director - Private Client | Under 5% | 2026 |
| Whitney Alexis Zelee Control | Chief Operations Officer | Under 5% | 2023 |
| Yana Karalnik Control | Chief Compliance Officer | Under 5% | 2025 |
| Perpetual Acquisition Company Limited Control | Owner | Over 75% | 2020 |
| Perpetual Limited Control | Owner | Over 75% | 2020 |
Frequently asked questions
How much does Trillium Asset Management, LLC manage?
Trillium Asset Management, LLC reports $4.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Trillium Asset Management, LLC manage?
Trillium Asset Management, LLC manages 1 private funds with combined gross assets of $20.5 million.
How many employees does Trillium Asset Management, LLC have?
Trillium Asset Management, LLC reports 53 employees.
Where is Trillium Asset Management, LLC located?
Trillium Asset Management, LLC is based in Boston, MA and has been SEC-registered since 1982.
Does Trillium Asset Management, LLC disclose fund performance?
Trillium Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Congress Street, Suite 3101, Boston, MA 02114 |
| Phone | 617-423-6655 |
| Fax | 617-482-6179 |
| Office hours | 9a.m. To 5p.m. Eastern |
| SEC region | Boston Regional Office (BRO) |
| CIK | 884541 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.31B▼ 13%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$4.31Bregulatory AUM
Discretionary $4.31B