{
  "crd_number": 300353,
  "slug": "trillium-investments-emeryville-ca-300353",
  "primary_business_name": "TRILLIUM INVESTMENTS",
  "legal_name": "TRILLIUM INVESTMENTS LLC",
  "dbas": [],
  "city": "Emeryville",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-14",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-17",
  "carried_forward": false,
  "raum_total": 122565174.0,
  "raum_discretionary": 122565174.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12256518.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 110308656.0,
      "count": 47
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://trilliuminvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300353",
  "city_as_filed": "EMERYVILLE",
  "url": "https://advisorcensus.com/firm/trillium-investments-emeryville-ca-300353",
  "display_name": "Trillium Investments",
  "summary": "Trillium Investments is an SEC-registered investment advisory firm in Emeryville, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.",
  "citation": "AdvisorCensus. Trillium Investments (CRD 300353): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Trillium Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trillium Investments reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Trillium Investments charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Trillium Investments located?",
      "a": "Trillium Investments' principal office is in Emeryville, CA, according to its Form ADV."
    },
    {
      "q": "Is Trillium Investments registered with the SEC or a state?",
      "a": "Trillium Investments is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 300353."
    },
    {
      "q": "How much does Trillium Investments manage?",
      "a": "Trillium Investments reports $122,565,174 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trillium Investments' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Trillium Investments: Regulatory assets under management: $114,153,344 in the October 2025 data and $122,565,174 in the October 2026 data, up 7%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trillium Investments serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Which custodians does Trillium Investments use?",
      "a": "Trillium Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Trillium Investments report any disciplinary disclosures?",
      "a": "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/300353"
    },
    {
      "q": "Does Trillium Investments state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Minimum account size is generally $500,000 however, this is at the discretion of Trillium Investments.\""
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 114153344.0,
      "total_employees": 2,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122565174.0,
      "total_employees": 2,
      "filing_date": "2026-04-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "The standard fee is 1% of all assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Minimum account size is generally $500,000 however, this is at the discretion of Trillium Investments."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The standard fee is 1% of all assets under management.",
      "Minimum account size is generally $500,000 however, this is at the discretion of Trillium Investments."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/trillium-investments-emeryville-ca-300353.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 12256518.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 110308656.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300353",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}