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Trillium Square Advisors LLC

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Client assets under management

$43,078,344

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Clients

61

57% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

31

Low

Average account size

$706,202

About

The firm works primarily with individual and high‑net‑worth clients and also provides advisory services to small businesses, retirement plans and other institutional clients. Its service menu includes ongoing portfolio management, comprehensive and modular financial planning, retirement plan advisory (including participant education), private fund consulting, and corporate cash‑management services.

Investment decisions combine fundamental, technical and cyclical analysis with quantitative tools and algorithmic‑trading expertise; the firm describes active, multi‑strategy management that can employ long/short positions, leveraged ETFs, options (including covered calls) and hedging techniques. Portfolios are constructed using methods such as risk‑parity and mean‑variance optimization, may be managed on a discretionary basis, and the firm may engage Independent Managers for portions of client assets.

Compared with many peers, the brochure discloses several uncommon features: the firm offers complimentary educational workshops, provides private fund and software‑systems consulting, and its representatives are licensed insurance agents who may receive commission compensation. The firm is also explicit about using performance‑based fee arrangements for qualified clients (with a high‑watermark provision) and operates as a small supported adviser team managing roughly $43 million for about 60 clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops General consulting

Expertise

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fee consulting engagements generally $5,000 to $8,000; pension consulting fixed fees between $2,000 and $5,000

Percentage

$0 - $300,000: 1.19% annually $300,001 - $1,000,000: 0.99% annually $1,000,001 - $3,000,000: 0.79% annually $3,000,001+: 0.59% annually

Commissions

Certain firm representatives are insurance agents and may receive customary commissions from insurance product sales

Project-based

Financial consulting at $445 per hour; pension consulting hourly rate up to $295

Performance-based

Performance fees equal to 20% of gross profits above high-water mark for qualified clients with at least $1,100,000 under management or $2,200,000 net worth

Other

Account minimum: $50,000 Minimum fee: Upfront fee of $1,000 for financial planning onboarding; monthly ongoing financial planning fees of $300-$750 per month Fee-only: Financial consulting services at $445 per hour; fixed fee consulting engagements generally between $5,000 and $8,000; pension consulting services with maximum hourly fee of $295 and fixed fees between $2,000 and $5,000

Main office location

Trillium Square Advisors LLC

Rolesville NC, United States

Number of offices

2

Most active in

More info

California · North Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook YouTube Website (919) 825-1818

Advisors at this firm

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user avatar

Sivakumar S

Series 63, Series 65

Rolesville, NC

Trillium Square Advisors LLC

Sivakumar Sitaraman is a financial advisor at Trillium Square Advisors LLC with Series 63 and Series 65 licenses. He has three years of industry experience, including his current role following prior employment at Pruco Securities LLC and Verizon Communications. He has also been enrolled in graduate studies. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, corporate cash management, and consulting services. The firm employs a blend of active, quantitative, and traditional investment approaches, incorporating algorithmic models and multiple portfolio construction techniques.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Executive Founder/Business Owner
user avatar

Sukesh P

CFA®

Rolesville, NC

Trillium Square Advisors LLC

Sukesh Pai is a CFA® charterholder with seven years of industry experience. He is a managing partner at Everest AI Ventures, an AI technology company, and has worked at Trillium Square Advisors LLC since 2018. His prior roles include positions at Prabhu Inc, QMS Capital Management LP, and self-employment. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, and corporate cash management. The firm’s investment approach combines active, quantitative, and traditional analysis with algorithmic models and multiple portfolio construction methods.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Executive Founder/Business Owner
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