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August 31, 2015 3:03 PM ET

Capital Markets

Company Overview of Trillium Asset Management LLC

Company Overview

Trillium Asset Management LLC is an employee owned investment manager. The firm primarily provides its services to individuals and high net worth individuals. It also caters to Trusts, corporate pension and profit sharing plans, Taft Hartley plans, charitable institutions, for profit and non profit institutional clients, foundations, endowments, municipalities, registered mutual funds, private investment funds and trust programs. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also manages balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. It invests in income and growth stocks...

Two Financial Center

60 South Street

Suite 1100

Boston, MA 02111

United States

Founded in 1982

Phone:

617-423-6655

Fax:

617-532-6688

Key Executives for Trillium Asset Management LLC

Chief Executive Officer, Managing Partner and Portfolio Manager
Partner, Portfolio Manager, and Research Analyst
Senior Vice President, Portfolio Manager, and Research Analyst
Partner and Investment Manager
Compensation as of Fiscal Year 2015.

Trillium Asset Management LLC Key Developments

Trillium Asset Management LLC Presents at Low Carbon Investing Summit, Jun-22-2015 10:00 AM

Trillium Asset Management LLC Presents at Low Carbon Investing Summit, Jun-22-2015 10:00 AM. Venue: The Princeton Club, 15 West 43rd Street, New York, NY 10036, United States. Speakers: Paul Hilton, Partner, Director of Business Development, and Portfolio Manager.

Trillium Asset Management LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 through Oct-30-2013

Trillium Asset Management LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 through Oct-30-2013. Venue: The Broadmoor, Colorado Springs, Colorado, United States. Presentation Date & Speakers: Oct-28-2013, Cheryl Irene Smith, Managing Partner, Chief Compliance Officer, and Investment Manager. Oct-29-2013, Cheryl Irene Smith, Managing Partner, Chief Compliance Officer, and Investment Manager, Susan Baker Martin, Portfolio Manager and Social Research Analyst. Oct-30-2013, Jonas Kron, Vice President, Deputy Director of ESG Research & Shareholder Advocacy.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
October 13, 2014
Portfolio 21 Investments, Inc.
 

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