TRILLIUM INVESTMENTS LLC
Legal name: TRILLIUM INVESTMENTS
CRD #300353 SEC #801-132408 EMERYVILLE, CA 510-601-8800
SEC Registered
Total AUM
$114.2M
Discretionary
$114.2M
Employees
2
Clients
--
Accounts
225
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BHARDWAJ, NIKHIL | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
1398 55TH STREETEMERYVILLE, CA 94608
United States
Phone: 510-601-8800