Trillium Asset Management
Overview
Trillium Asset Management is a Boston-based investment firm specializing in sustainable and responsible investing. Founded in 1982, the firm integrates Environmental, Social, and Governance (ESG) factors into its investment process to identify companies that align with its values and are positioned for long-term success. Trillium offers a range of investment strategies, including equity, fixed income, and alternative investments, to institutions, intermediaries, high-net-worth individuals, and charitable and non-profit organizations. The firm's investment approach combines in-depth ESG research with rigorous fundamental analysis to uncover compelling long-term opportunities. Trillium's strategies encompass various asset classes, such as ESG Global Equity, ESG Core Equity, ESG Large Cap Core, ESG Small/Mid Cap Core, ESG Growth & Income, Sustainable Opportunities, US Core Bond, and mutual funds like the Trillium ESG Global Equity Fund and Trillium ESG Small/Mid Cap Fund. The firm is also committed to active ownership and shareholder advocacy, engaging with companies to promote positive change on ESG issues. Trillium Asset Management is a certified B Corporation, reflecting its dedication to social and environmental performance. As of June 30, 2025, the firm managed $5.9 billion in assets under advisement, with $4.7 billion in assets under management and $1.2 billion in model assets. The firm's offices are located in Boston, Massachusetts; San Francisco, California; and Portland, Oregon, serving clients across the United States and internationally.
Investment Focus
- Accredited investors only
- Commitment to sustainable and responsible investing principles
Portfolio Companies
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Frequently asked questions about Trillium Asset Management
What sectors does Trillium Asset Management invest in?
Trillium Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Boston, Massachusetts, United States. Trillium Asset Management is listed as a institutional investor in the ConnectSafely investor database.
What stage does Trillium Asset Management invest at?
Trillium Asset Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Trillium Asset Management invest in?
Trillium Asset Management invests across United States, United Kingdom, Australia and Netherlands.
Who are the partners at Trillium Asset Management?
Team members listed for Trillium Asset Management include Farnum Brown (Chief Investment Strategist) and Joan Bavaria (President).
What companies has Trillium Asset Management invested in?
Trillium Asset Management's portfolio includes Apple, Microsoft, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble, Tesla and BP.
How do I contact Trillium Asset Management?
Trillium Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
