TRILLIUM SQUARE ADVISORS LLC
CRD 296487
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$35.7M
Team
4 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $3.5M |
| High net worth individuals | 35 | $39.6M |
| Pension/profit sharing plans | 1 | $208K |
All web addresses on file
- https://www.facebook.com/trilliumsquare
- https://www.linkedin.com/in/sukeshp/
- https://www.youtube.com/@trilliumsquare7838
- HTTP://WWW.TRILLIUMSQUARE.COM
- https://www.alignable.com/rolesville-nc/trillium-square-advisors-llc
- https://www.linkedin.com/in/sivakumarsitaraman/
- https://www.linkedin.com/company/trilliumsquare
- https://www.yelp.com/biz/trillium-square-advisors-rolesville
Official SEC filing: View on IAPD