About Trillium Asset Management
Trillium Asset Management is a company based in Boston (United States) founded in 1982 by Joan Bavaria was acquired by Perpetual in February 2020.. Trillium Asset Management has raised $610.68 thousand across 2 funding rounds from investors including Perpetual. Trillium Asset Management offers products and services including ESG Global Equity Fund, ESG Small/Mid Cap Fund, and Shareholder Advocacy Services. Trillium Asset Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Boston, United States
- Founders Joan Bavaria
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Products & Services of Trillium Asset Management
Trillium Asset Management offers a comprehensive portfolio of products and services, including ESG Global Equity Fund, ESG Small/Mid Cap Fund, and Shareholder Advocacy Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Invests in global equities using ESG criteria for sustainable returns
Focuses on small and mid-cap companies with strong ESG practices
Engages companies to enhance ESG policies and impacts
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Funding Insights of Trillium Asset Management
Trillium Asset Management has successfully raised a total of $610.68K across 2 strategic funding rounds. The most recent funding activity was a Unspecified round of $256.08 thousand completed in July 2011. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Unspecified — $256,080
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First Round
First Round
(08 Sep 2010)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2011 | Amount | Unspecified - Trillium Asset Management | Valuation |
investors |
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| Sep, 2010 | Amount | Unspecified - Trillium Asset Management | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Trillium Asset Management
Trillium Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Perpetual. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Perpetual is engaged in wealth and asset management services.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Trillium Asset Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Trillium Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Trillium Asset Management Comparisons
Competitors of Trillium Asset Management
Trillium Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Trillium Asset Management
Frequently Asked Questions about Trillium Asset Management
When was Trillium Asset Management founded?
Trillium Asset Management was founded in 1982 and raised its 1st funding round 28 years after it was founded.
Where is Trillium Asset Management located?
Trillium Asset Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Trillium Asset Management?
Matthew W Patsky is the current CEO of Trillium Asset Management.
Is Trillium Asset Management a funded company?
Trillium Asset Management is a funded company, having raised a total of $610.68K across 2 funding rounds to date. The company's 1st funding round was a Unspecified of $354.6K, raised on Sep 08, 2010.
What does Trillium Asset Management do?
Trillium Asset Management was founded in 1982 and is headquartered in Boston, United States. Operations focus on the investment management sector, where diversified portfolios are managed for clients. Services include asset allocation, research, and advisory in equities, fixed income, and alternative investments. Leadership is provided by CEO Matthew W. Patsky, with Joan Bavaria recognized as the founder. Geographic emphasis remains on U.S.-based institutional and individual investors.
Who are the top competitors of Trillium Asset Management?
Trillium Asset Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Trillium Asset Management offer?
Trillium Asset Management offers ESG Global Equity Fund, ESG Small/Mid Cap Fund, and Shareholder Advocacy Services.
Who are Trillium Asset Management's investors?
Trillium Asset Management has 1 investor. Key investors include Perpetual.