Trill Impact Advisory Inc.
- Regulatory AUM
- $348M
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $174M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $348M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stahlberg, Jan, Inge | Shareholder | Jan 2018 (9y) | ≈ 15.82% – 75% via Trill Ab | |
| Levine, Matthew, Stuart | Ceo / Director / Cco | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trill Impact Advisory Ab | Shareholder | Jan 2023 | A | 75% or more |
| Trill Impact Ab | Shareholder | Feb 2019 | B | ≈ 56.25% – 100% via Trill Impact Advisory Ab |
| Trill Ab | Shareholder | Jun 2020 | B | ≈ 21.09% – 75% via Trill Impact Executive Holding Ab |
| Nordea Bank Abp | Shareholder | Feb 2019 | B | ≈ 10.55% – 50% via Nordea Asset Management Holdings Ab |
| Trill Impact Executive Holding Ab | Shareholder | Jun 2020 | B | ≈ 28.13% – 75% via Trill Impact Ab |
| Nordea Asset Management Holdings Ab | Shareholder | Feb 2019 | B | ≈ 14.06% – 50% via Trill Impact Ab |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stahlberg, Jan, Inge: 75% – 100% of Trill Ab × 75% – 100% of Trill Impact Executive Holding Ab × 50% – 75% of Trill Impact Ab × 75% – 100% of Trill Impact Advisory Ab × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Trill Impact Ab: 75% – 100% of Trill Impact Advisory Ab × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Trill Ab: 75% – 100% of Trill Impact Executive Holding Ab × 50% – 75% of Trill Impact Ab × 75% – 100% of Trill Impact Advisory Ab × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Nordea Bank Abp: 75% – 100% of Nordea Asset Management Holdings Ab × 25% – 50% of Trill Impact Ab × 75% – 100% of Trill Impact Advisory Ab × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Trill Impact Executive Holding Ab: 50% – 75% of Trill Impact Ab × 75% – 100% of Trill Impact Advisory Ab × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Nordea Asset Management Holdings Ab: 25% – 50% of Trill Impact Ab × 75% – 100% of Trill Impact Advisory Ab × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SEE MISC. SECTION ON SCHEDULE D.
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗