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Mitali N/A Prasad

Trillium Asset Management

Boston, MA

CRD 5125416

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Employer firm

Trillium Asset Management CRD 110901

$4.31B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Trillium Asset Management

One Congress Street Suite 3101, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-15
  • MA RA
    APPROVED
    Since 2024-02-15

Branch Locations

One Congress Street Suite 3101, Boston, MA 02114 • 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
Trillium Asset Management Llc Boston MA 09/2016 Present
  • 09/2016 → Present
    Trillium Asset Management Llc
    Boston, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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