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- Custodian
- Charles Schwab & Company · Stifel · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-03-1982
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between May 12, 2025 and March 27, 2026, reported AUM decreased 14.1%, from $5.0B to $4.3B.
Across 5 reported observations, AUM decreased 24.2% between December 20, 2022 and March 27, 2026, from $5.7B to $4.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 38 advisory representatives and 2,055 clients, or 54.1 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 3 reported office locations and 43 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Trillium Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SADA MARIE GEUSS
Investment Advisor
- CRD
- #4426780
- Ownership
- Less than 5%
ALEXANDER JOVANOVIC
Associate, Chief Executive Officer
- CRD
- #5880811
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JODI NEUMAN ANGELO
Director
- CRD
- #5377376
Kathleen M Bochman
Portfolio Manager
- CRD
- #7994183
Showing 2 of 15 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Trillium Asset Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Trillium Asset Management's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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