Trillium Investments LLC
● SEC registered since 2025CRD 300353SEC# 801-132408Emeryville, CA
Reg. AUM
$122.6M
Employees
2
Accounts
250
Location
Emeryville, CA
Trillium Investments LLC assets under management
Trillium Investments LLC is an investment advisory firm registered with the SEC based in Emeryville, CA. The firm has been registered since 2025. It reports $122.6 million in regulatory assets under management and employs 2 people.
Trillium Investments LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nikhil Bhardwaj Control | Principal And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Trillium Investments LLC manage?
Trillium Investments LLC reports $122.6 million in regulatory assets under management on its Form ADV.
How many employees does Trillium Investments LLC have?
Trillium Investments LLC reports 2 employees.
Where is Trillium Investments LLC located?
Trillium Investments LLC is based in Emeryville, CA and has been SEC-registered since 2025.
Does Trillium Investments LLC disclose fund performance?
Trillium Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1398 55th Street, Emeryville, CA 94608 |
| Phone | 510-601-8800 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2130315 |
| Discloses disciplinary history | No |
Regulatory AUM
$122.6M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$122.6Mregulatory AUM
Discretionary $122.6M