Trillium Investments
Trillium Investments is an SEC-registered ria in Emeryville, CA with $122.6M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Trillium Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300353, SEC 801-132408, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $122.6M (2026-04-17)
- Firm type
- Ria
- Location
- Emeryville, CA
- Employees
- 2
- Clients
- 58
- CRD
- 300353
- Ownership
- BHARDWAJ, NIKHIL
How much AUM does Trillium Investments have?
Trillium Investments reported $122.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Trillium Investments?
Disclosed owners and executives of Trillium Investments include BHARDWAJ, NIKHIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.