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Nikhil Bhardwaj

Trillium Investments

Emeryville, CA

CRD 5920623

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Employer firm

Trillium Investments CRD 300353

$123M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Trillium Investments

1398 55Th Street, Emeryville, CA 94608 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1398 55Th Street, Emeryville, CA 94608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carlson Financial Management Emeryville CA 08/2006 01/2022
Trillium Investments Llc Emeryville CA 01/2022 Present
  • 08/2006 → 01/2022
    Carlson Financial Management
    Emeryville, CA
  • 01/2022 → Present
    Trillium Investments Llc
    Emeryville, CA
Previous Registrations
  • 2011-05-05 → 2019-12-26
    Carlson Financial Management
    Emeryville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-03
  • S65 Uniform Investment Adviser Law Examination
    2011-05-03

View on SEC IAPD

Nearby Firms

SELBY WEALTH MANAGEMENT
INTERFUNDS
TRIGOFI

Nearby Investors

JOSEPH ALBERT WELLS
ROBERT JOHN WELLS
DANIEL KEITH BEATTY

Nearby Offices

SELBY WEALTH MANAGEMENT · EMERYVILLE, CA
INTERFUNDS · EMERYVILLE, CA
TRIGOFI · EMERYVILLE, CA

More in Emeryville, CA

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