# Trillium Square Advisors LLC

> Trillium Square Advisors LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 296487
- Filed as: TRILLIUM SQUARE ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296487
- AdvisorCensus page: https://advisorcensus.com/firm/trillium-square-advisors-llc-296487

## Quick answers

**How is Trillium Square Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trillium Square Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Trillium Square Advisors LLC registered with the SEC or a state?**
Trillium Square Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296487.

**How much does Trillium Square Advisors LLC manage?**
Trillium Square Advisors LLC reports $51,782,227 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (85% discretionary).

**What types of clients does Trillium Square Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Trillium Square Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296487

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $51,782,227
- Discretionary: $43,882,492
- Non-discretionary: $7,899,735

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,119,550 |
| High net worth individuals | 35 | $47,373,210 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $289,467 |
| 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 | 1 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignable.com/rolesville-nc/trillium-square-advisors-llc
- trilliumsquare.com
- yelp.com/biz/trillium-square-advisors-rolesville
- Facebook @trilliumsquare
- LinkedIn @trilliumsquare
- LinkedIn @sivakumarsitaraman
- LinkedIn @sukeshp
- YouTube @trilliumsquare7838

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trillium Square Advisors LLC (CRD 296487): Form ADV filing data as of October 2026.