# Trill Impact Advisory Inc.

> Trill Impact Advisory Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 328179
- Filed as: TRILL IMPACT ADVISORY INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328179
- AdvisorCensus page: https://advisorcensus.com/firm/trill-impact-advisory-inc-new-york-ny-328179

## Quick answers

**How is Trill Impact Advisory Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Trill Impact Advisory Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trill Impact Advisory Inc. located?**
Trill Impact Advisory Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Trill Impact Advisory Inc. registered with the SEC or a state?**
Trill Impact Advisory Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328179.

**How much does Trill Impact Advisory Inc. manage?**
Trill Impact Advisory Inc. reports $348,191,153 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Trill Impact Advisory Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Trill Impact Advisory Inc.: Regulatory assets under management: $80,330,749 in the October 2024 data and $348,191,153 in the October 2026 data, up 333%. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trill Impact Advisory Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Trill Impact Advisory Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328179

**What changed in Trill Impact Advisory Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $253,829,327 to $348,191,153 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $348,191,153
- Discretionary: $0
- Non-discretionary: $348,191,153

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $348,191,153 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trillimpact.com
- LinkedIn @trill-impact

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $80,330,749 | 3 | August 7, 2024 |
| October 2025 | $253,829,327 | 5 | March 28, 2025 |
| October 2026 | $348,191,153 | 5 | March 27, 2026 |

Regulatory assets under management: $80,330,749 in the October 2024 data and $348,191,153 in the October 2026 data, up 333%.
Total employees: 3 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $253,829,327 to $348,191,153 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trill Impact Advisory Inc. (CRD 328179): Form ADV filing data as of October 2026.