RIA Intelligence

TRILLIUM GROUP, LLC

CRD #169046 SEC #802-79514 PITTSFORD, NY 585-383-5680
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Apr 4, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALTAIR VENTURES, LLCDEMANAGERB Control
ALTAIR VENTURES, LLCDEMANAGERB Control
ALTAIR VENTURES, LLCDEMANAGERB Control
ALTAIR VENTURES, LLCDEMANAGERB Control
ALTAIR VENTURES, LLCDEMANAGERB Control
CORONAS, JOSE, J.IMANAGERB Control
CORONAS, JOSE, J.IMANAGERB Control
CORONAS, JOSE, J.IMANAGERB Control
CORONAS, JOSE, J.IMANAGERB Control
CORONAS, JOSE, J.IMANAGERB Control
DELEO, DENNIS, MICHAELIMANAGERB Control
DELEO, DENNIS, MICHAELIMANAGERB Control
DELEO, DENNIS, MICHAELIMANAGERB Control
DELEO, DENNIS, MICHAELIMANAGERB Control
DELEO, DENNIS, MICHAELIMANAGERB Control
PHELPS, KEVIN, J.IMANAGERB Control
PHELPS, KEVIN, J.IMANAGERB Control
PHELPS, KEVIN, J.IMANAGERB Control
PHELPS, KEVIN, J.IMANAGERB Control
PHELPS, KEVIN, J.IMANAGERB Control
RSMD UNLIMITED, LPDEMANAGERB Control
RSMD UNLIMITED, LPDEMANAGERB Control
RSMD UNLIMITED, LPDEMANAGERB Control
RSMD UNLIMITED, LPDEMANAGERB Control
RSMD UNLIMITED, LPDEMANAGERB Control
STRONG, FRANK, P.IMANAGERB Control
STRONG, FRANK, P.IMANAGERB Control
STRONG, FRANK, P.IMANAGERB Control
STRONG, FRANK, P.IMANAGERB Control
STRONG, FRANK, P.IMANAGERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ODONNELL, CHRISTOPHER, COURTNEYIALTAIR VENTURES, LLCE Control
ODONNELL, CHRISTOPHER, COURTNEYIALTAIR VENTURES, LLCE Control
ODONNELL, CHRISTOPHER, COURTNEYIALTAIR VENTURES, LLCE Control
ODONNELL, CHRISTOPHER, COURTNEYIALTAIR VENTURES, LLCE Control
ODONNELL, CHRISTOPHER, COURTNEYIALTAIR VENTURES, LLCE Control
FRAME, DUNCAN, MACKENZIEIRSMD UNLIMITED, LPC Control
FRAME, DUNCAN, MACKENZIEIRSMD UNLIMITED, LPC Control
FRAME, DUNCAN, MACKENZIEIRSMD UNLIMITED, LPC Control
FRAME, DUNCAN, MACKENZIEIRSMD UNLIMITED, LPC Control
FRAME, DUNCAN, MACKENZIEIRSMD UNLIMITED, LPC Control

Registrations

Federal

ERA
Apr 4, 2017 REGISTERED

Address

1221 PITTSFORD VICTOR ROAD
PITTSFORD, NY 14534-3837
United States
Phone: 585-383-5680