Trillium Asset Management
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

160 Spear St Ste 250, San Francisco, Cal...

Phone Number

(617) 423-6655

Revenue

$57.6 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
2
2
2
2
3

About Trillium Asset Management

Trillium Asset Management specializes in investment strategies that promote a sustainable economy and social justice. They serve private clients, financial intermediaries, and institutional investors by providing values-aligned portfolios and impact-driven solutions. Their offerings include various equity and fixed income strategies, as well as mutual funds focused on ESG criteria. With a commitment to responsible investing, Trillium actively engages with companies to foster positive change in environmental, social, and governance practices.Explore more
Trillium Asset Management's Social MediaPopular SearchesTrillium Asset Management LLCTrillium Asset ManagementTrillium Investments LLCTrillium Corptrillium asset management CorpSIC Code 62,628NAICS Code 52,523Show more

Trillium Asset Management Org Chart

Matthew Patsky, Chief Executive Officer at Trillium Asset Management
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Chief Executive Officer

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Whitney Zelee, Chief Operating Officer at Trillium Asset Management
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Chief Operating Officer

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JB
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President

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AK
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Senior Vice President

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AB
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trillium Asset Management

$57.6M
11-50
Private
-
1982
$22.8M
51-200
Private
-
1984
Joseph Sinha, Chief Marketing Officer at Parnassus Investments
Joseph SinhaChief Marketing Officer
$7.8M
11-50
Private
<$5M
2008
$5.7M
11-50
Private
-
1982
Shereen Taylor-Berger, Managing Director at Harrington Investments
Shereen Taylor-BergerManaging Director
<$5M
11-50
Private
-
1985
KK
Keahi KaheikiManager, Private Placement
<$5M
11-50
Private
-
1990
Julie Goodridge, Founder & Chief Executive Officer at NorthStar Asset Management
Julie GoodridgeFounder & CEO
<$5M
11-50
Private
-
1991
RG
Robert GuerinChief Compliance Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Trillium Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Trillium Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trillium Asset Management.

Trillium Asset Management Tech Stack

A closer look at the technologies used by Trillium Asset Management

Most Recent Scoops

Event
Person-Based
Cheryl Smith, Economist and Portfolio Manager, appeared on a podcast called "Bloomberg Businessweek" on 04/08/2025. Topics discussed include Trump, trade war, market volatility.
Events
Open Position
Award
Facilities Relocation / Expansion
Trillium Asset Management is planning to move its offices in January 2024. The move will impact approximately 40 employees at their existing office located at 60 South St, Suite 1100, Boston, MA.
Facilities Relocation / Expansion
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Trillium Asset Management News & Media

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Frequently Asked Questions Regarding Trillium Asset Management

What is Trillium Asset Management's official website?
Trillium Asset Management's official website is www.trilliuminvest.com
What is Trillium Asset Management's Revenue?
Trillium Asset Management's revenue is $57.6 Million
What is Trillium Asset Management's SIC code?
Trillium Asset Management's SIC: 62,628
What is Trillium Asset Management's NAICS code?
Trillium Asset Management's NAICS: 52,523
How many employees does Trillium Asset Management have?
Trillium Asset Management has 11-50 employees
What industry does Trillium Asset Management belong to?
Trillium Asset Management is in the industry of: Finance, Securities Trading
What is Trillium Asset Management competition?
Trillium Asset Management top competitors include: Parnassus Investments, Green Century Capital Management, NorthStar Asset Management, Natural Investments
What companies has Trillium Asset Management acquired?
Trillium Asset Management has acquired the companies: Thompson, Siegel & Walmsley, Interfi Systems, Fintuition
What technology does Trillium Asset Management use?
Some of the popular technologies that Trillium Asset Management uses are: goo.gl, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Trillium Asset Management?
Trillium Asset Management contact info: Phone number: (617) 423-6655 Website: www.trilliuminvest.com
What does Trillium Asset Management do?

Trillium Asset Management specializes in investment strategies that promote a sustainable economy and social justice. They serve private clients, financial intermediaries, and institutional investors by providing values-aligned portfolios and impact-driven solutions. Their offerings include various equity and fixed income strategies, as well as mut... ual funds focused on ESG criteria. With a commitment to responsible investing, Trillium actively engages with companies to foster positive change in environmental, social, and governance practices.Read More

What are Trillium Asset Management social media links?
Trillium Asset Management Linkedin page Trillium Asset Management Twitter page
Is Trillium Asset Management a public company?
Trillium Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Trillium Asset Management

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