$4.3B Total AUM
$4.3B Disc. AUM
-8.2% 3Y CAGR
53 Employees
2,055 ADV. Clients
43 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Stifel · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-03-1982
- Office Locations
- 3
Office Locations
160 Spear Street Suite 250 SAN Francisco CA
ONE Congress Street Suite 3101 Boston MA
TWO Financial Center 60 South St., Suite 1100 Boston MA
About Trillium Asset Management
Trillium Asset Management is a Boston-based RIA with 3 offices. The firm has been operating for 43 years. Managing $4.3B in total assets under management, with 38 advisory representatives. They custody assets with Charles Schwab & Company and Stifel.
Team overview
47 AVG AGE
$113.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.8 yrs AVG TENURE
53 Employees
38 Advisory Reps
11 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ALEXANDER JOVANOVIC
Associate
- CRD
- #5880811
- Ownership
- Less than 5%
Available
Available
Available
Y
YANA KARALNIK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
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J
JODI NEUMAN ANGELO
Director
- CRD
- #5377376
Available
Available
Available
K
Kathleen M Bochman
Portfolio Manager
- CRD
- #7994183
Available
Available
Available
Showing 2 of 15 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,305,067,957 | $2,107,229 |
| Non-Discretionary | $0 | -- |
| Total | $4,305,067,957 | $2,107,229 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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