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Investment Adviser Firm Summary
TRILLIUM ASSET MANAGEMENT ( CRD # 110901/SEC#:801-17958 )
TRILLIUM ASSET MANAGEMENT, TRILLIUM ASSET MANAGEMENT, LLC, TRILLIUM ASSET MANAGEMENT CORP.
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved12/3/1982
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Arizona1/17/2006
California1/2/1998
Colorado1/17/2006
Connecticut8/1/1997
Delaware3/30/2017
District of Columbia11/18/2013
Florida3/30/2015
Georgia1/17/2006
Hawaii3/28/2025
Idaho1/19/2000
Illinois1/27/2006
Indiana3/30/2022
Kentucky3/30/2015
Louisiana3/30/2023
Maine1/17/2006
Maryland1/17/2006
Massachusetts4/14/1994
Michigan1/29/2009
Minnesota1/24/2006
Missouri3/30/2022
Montana12/28/2015
Nevada3/28/2025
New Hampshire1/17/2006
New Jersey1/26/2005
New Mexico1/17/2006
New York1/17/2006
North Carolina3/14/2001
Ohio1/17/2006
Oregon1/17/2006
Pennsylvania1/17/2006
Rhode Island11/18/2013
South Carolina7/7/2015
Tennessee1/6/2005
Texas3/30/2015
Utah7/7/2015
Vermont11/29/1994
Virginia1/5/2005
Washington1/25/1996
Wisconsin1/27/2005
Wyoming12/20/2022
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.