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Trillium Group
Trillium Group is a private equity based in Emeryville, founded 2000; the Altss profile covers its classification, headquarters, registration, AUM band, and...
Trillium Group
General information
Firm type
Private Equity
Year founded
2000
Location
Region
North America
Country
United States
City
Emeryville
Corporate office
1398 55th Street, Emeryville, CA 94608, United States
Frequently asked questions
What is Trillium Group's fee structure?
Trillium Group charges a single 1% annual fee on assets under management. The firm states it does not sell financial products that generate commissions, presenting the flat AUM fee as a way to ensure advice remains aligned with client interests.
What is the minimum account size at Trillium Group?
Trillium Group requires $500,000 or more in liquid assets for investment, according to its website. The firm focuses on individuals, couples, families, and business owners.
Does Trillium Group use mutual funds or outside managers?
No. Trillium builds portfolios using individual stocks and bonds, not mutual funds. The firm manages all assets in-house, stating that this vertical integration captures value that it then passes on to clients.
What is the client demographic at Trillium Group?
The firm reports that 77% of its clients are in retirement. The average client relationship is described as more than 10 years old, and 94% of new clients come through referrals.
Where is Trillium Group located?
Trillium Group operates from a single office at 1398 55th Street in Emeryville, California. The firm was founded in 2000 and serves clients in the Berkeley, California area and beyond.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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