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TRILLIUM ASSET MANAGEMENT, LLC, CRD 110901
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHERYL IRENE SMITH | Chartered Financial Analyst | BOSTON, MA | 28 | 28 | n/a | no |
| ALEXANDER JOVANOVIC | Certified Financial Planner | BOSTON, MA | 11 | 15 | n/a | no |
| JODI NEUMAN ANGELO | n/a | BOSTON, MA | Minneapolis, MN | San Francisco, CA | 8 | 12 | n/a | no |
| SADA MARIE GEUSS | n/a | BOSTON, MA | 7 | 24 | n/a | no |
| LISA DORENE MACKINNON | n/a | BOSTON, MA | 4 | 33 | n/a | no |
| TOBI ANNE MASON | Chartered Financial Analyst | San Francisco, CA | BOSTON, MA | 4 | 11 | 2 | no |
| NAKIA A MADDOX-EUBANKS | n/a | BOSTON, MA | 4 | 14 | 1 | no |
| Stephanie Maria Pascual | n/a | BOSTON, MA | 4 | 11 | n/a | no |
| MATTHEW WILLIAM PATSKY | Chartered Financial Analyst | BOSTON, MA | 3 | 42 | n/a | no |
| MITALI N/A PRASAD | Chartered Financial Analyst | BOSTON, MA | 2 | 10 | n/a | no |
| Kathleen M Bochman | Chartered Financial Analyst | BOSTON, MA | 1 | 19 | n/a | no |
| Raven Montana Brockriede | n/a | BOSTON, MA | 0 | 13 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRILLIUM IMPACT PARTNERS FUND I, LP | Private Equity Fund | $20.5M | Sep 3, 2026 | 65 | May 16, 2019 | reported | 021-337956 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEUSS, SADA, MARIE | MANAGING DIRECTOR - PRIVATE CLIENT | Na | yes | 07/2026 | Sep 3, 2026 | Sep 3, 2026 |
| JOVANOVIC, ALEXANDER | Ceo | Na | yes | 07/2026 | Sep 3, 2026 | Sep 3, 2026 |
| LO PROTO, ALLAN, JAY | Director | Na | yes | 11/2023 | Sep 3, 2026 | Sep 3, 2026 |
| PATSKY, MATTHEW, WILLIAM | Director | Na | yes | 07/2026 | Sep 3, 2026 | Sep 3, 2026 |
| PERPETUAL US HOLDING COMPANY INC | Owner | E | yes | 06/2020 | Sep 3, 2026 | Sep 3, 2026 |
| SMITH, CHERYL, IRENE | Director | Na | yes | 11/2023 | Sep 3, 2026 | Sep 3, 2026 |
| ZELEE, WHITNEY, ALEXIS | CHIEF OPERATIONS OFFICER OFFICER | Na | yes | 12/2023 | Sep 3, 2026 | Sep 3, 2026 |
| DENNEY, NANCY, INTER | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2014 | Oct 14, 2014 | May 20, 2024 |
| Mosse, Simone, Alison | Director | Na | yes | 06/2020 | Jul 29, 2020 | May 20, 2024 |
| PERPETUAL ACQUISITION COMPANY LIMITED | Owner | E | yes | 06/2020 | Aug 6, 2020 | May 20, 2024 |
| PERPETUAL LIMITED | Owner | E | yes | 06/2020 | Aug 6, 2020 | May 20, 2024 |
| QUEALY, JOHN, SALVATORE | CHIEF INVESTMENT OFFICER | Na | yes | 02/2018 | Mar 26, 2018 | May 20, 2024 |
| WILEY, RAYMOND | Controller | Na | yes | 12/2023 | Dec 11, 2023 | May 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | n/a | Other adviser | $59B | N | yes | n/a |
| THOMPSON SIEGEL & WALMSLEY LLC | n/a | Asset manager | $21B | N | yes | n/a |
| JOHCM (USA) INC | n/a | Asset manager | $9.0B | N | yes | n/a |
| PERPETUAL INVESTMENT MANAGEMENT LIMITED | n/a | n/a | n/a | N | yes | n/a |
| PERPETUAL US SERVICES, LLC | n/a | Former SEC adviser | n/a | N | yes | n/a |
| TRILLIUM ASSET MANAGEMENT UK LTD | n/a | n/a | n/a | N | yes | n/a |
| TRILLIUM IMPACT GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 6 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $4.3B | $4.3B | 53 | 38 | 1 | 1 | n/a |
| 2024 | Mar 28, 2025 | $5.0B | $5.0B | 50 | 38 | 1 | 1 | n/a |
| 2023 | Mar 28, 2024 | $5.0B | $5.0B | 54 | 46 | 1 | 1 | $22.5M |
| 2022 | Mar 30, 2023 | $4.5B | $4.5B | 51 | 46 | 1 | 1 | $23.3M |
| 2021 | Mar 30, 2022 | $5.7B | $5.7B | 40 | 27 | 2 | 1 | $15.4M |
| 2020 | Mar 29, 2021 | $4.1B | $4.1B | 38 | 23 | 2 | 1 | $25.5M |
| 2019 | Mar 30, 2020 | $3.3B | $3.3B | 43 | 22 | 2 | 1 | $23.6M |
| 2018 | Mar 27, 2019 | $2.5B | $2.5B | 45 | 24 | 2 | n/a | n/a |
| 2017 | Mar 26, 2018 | $2.6B | $2.6B | 45 | 24 | 3 | n/a | n/a |
| 2016 | Mar 30, 2017 | $2.2B | $2.2B | 45 | 23 | n/a | n/a | n/a |
| 2015 | Mar 4, 2016 | $2.1B | $2.1B | 42 | 17 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $2.1B | $2.1B | 36 | 12 | n/a | n/a | n/a |
| 2013 | Mar 24, 2014 | $1.4B | $1.4B | 32 | 12 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $1.1B | $1.1B | 32 | 12 | n/a | n/a | n/a |
| 2011 | Mar 23, 2012 | $971M | $964M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.3B | $5.0B | -14.1% | $4.5B | -1.3% | 53 | 50 | 1 | 1 |