$51.8M Total AUM
$43.9M Disc. AUM
-- 3Y CAGR
5 Employees
81 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-2018
- Office Locations
- 1
Office Locations
-- Rolesville NC
About Trillium Square Advisors LLC
Trillium Square Advisors LLC is a Rolesville-based RIA. The firm has been operating for 7 years. Managing $51.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
48 AVG AGE
$25.9M AVG AUM / ADVISOR
$639.3K AVG AUM / CLIENT
4.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Custodian
Available
Services
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Technology
Available
Owner & Executives
SUKESH PAI
Chief Compliance Officer, Founder, Managing Member, Principal
- CRD
- #5789764
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
SIVAKUMAR SITARAMAN
Associate Planner
- CRD
- #7853018
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,882,492 | -- |
| Non-Discretionary | $7,899,735 | -- |
| Total | $51,782,227 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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