Trillium Asset Management

Asset Manager SEC-registered adviser

Legal name: Trillium Asset Management, LLC

Boston, MA Website LinkedIn

AUM

$4.3B
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$20.5M
Gross asset value

Employees

53

Last Form D raise

Apr 2020
Most recent fund filing

From SEC Form ADV filing (filed Sep 3, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alexander Jovanovic
CEO
Source: SEC Form ADV
A
Allan Lo Proto
Director
Source: SEC Form ADV
C
Cheryl Smith
Director
Source: SEC Form ADV
M
Matthew Patsky
Director
Source: SEC Form ADV
S
Sada Geuss
Managing Director - Private Client
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Trillium Impact Partners Fund I, LPPrivate Equity$20.5M$25.5M65Apr 2020Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
110901
SEC file number
801-17958
CIK
884541

Sources