Trillium Asset Management is a Private Equity Fund in Massachusetts, that has raised $354.60 k (out of $500.00 k offered) from 3 investors, for an equity fund started in Sep 2010. Data from SEC filing on 14 Sep 2010.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Franklin Research & Development Corp, Trillium Asset Management Corp
SEC CIK
IRS number
42549211
SEC advisor number
801-17958
FINRA CRD number
110901
AUM ?
$4.97 bn
(as of 28 Mar 24)
Accounts
2,207
(as of 28 Mar 24)
Employees
54
(46 investment advisory or research)
Address
Trillium Asset Management
TWO FINANCIAL CENTER
60 SOUTH STREET, SUITE 1100
BOSTON
MA 02111
TWO FINANCIAL CENTER
60 SOUTH STREET, SUITE 1100
BOSTON
MA 02111
Phone
617-423-6655
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Trillium Asset Management | $5.68 bn | |
Trillium Impact Partners Fund I, LP | $15.39 mm | Private Equity Fund |
Latest filings (excl ownership)
PX14A6G
Letter to shareholders
19 Apr 24
PX14A6G
Letter to shareholders
11 Apr 24
PX14A6G
Letter to shareholders
9 Apr 24
PX14A6G
Letter to shareholders
4 May 23
PX14A6G
Letter to shareholders
3 May 23
PX14A6G
Letter to shareholders
3 May 23
PX14A6G
Letter to shareholders
25 Apr 23
PX14A6G
Letter to shareholders
12 Apr 23
PX14A6G
Letter to shareholders
3 Apr 23
PX14A6G
Letter to shareholders
6 Mar 23
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21