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| The Bollard Group LLC
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|---|---|
| CRD # | 155317 |
| SEC # | 801-72749 |
| CIK # | 0001556218 |
| AUM | $6.7 B (2026-03-31) |
| Employees | 29 (41% Investors, 0% Brokers) |
| Phone | 617-720-5800 |
| Address | One Joy Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Boston Scientific Corp | 0.0 | ||
| Comcast Corp | 0.0 | ||
| Norfolk Southern Corp | 0.0 | ||
| Otis Worldwide Corp | 0.0 | ||
| Cargurus Inc | 0.0 | ||
| Rubrik Inc | 0.0 | ||
| Unilever PLC | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Ecolab Inc | 0.0 | ||
| Kroger Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Galiot Partners 1 LLC | 2026-03-31 | 10.5 | |
| VC | Galiot Partners 2 LLC | 2026-03-31 | 5.7 | |
| VC | Galiot Partners 3 LLC | 2026-03-31 | 5.9 | |
| VC | Spritsail 10A LLC | 2026-03-31 | 4.2 | |
| PE | Spritsail 17 LLC | 2026-03-31 | 24.0 | |
| PE | Spritsail 18 LLC | 2026-03-31 | 12.5 | |
| VC | Spritsail 19 LLC | 2026-03-31 | 28.5 | |
| VC | Spritsail 20 LLC | 2026-03-31 | 5.1 | |
| VC | Spritsail 2A LLC | 2026-03-31 | 1.8 | |
| VC | Spritsail 8A LLC | 2026-03-31 | 8.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 5.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 6.7 |
| By Discretionary | ||
| Discretionary | 457 | 6.5 |
| Non-Discretionary | 33 | 0.2 |
| Total | 490 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 490 | 6.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001556218] | |
| SC 13G | [0001556218] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bollard Group LLC | Capnia Inc | [2016-02-01] |
| Bollard Group LLC | Capnia Inc | [2015-02-13] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chilton Investment Services LLC
✚
|
CT | 8.2 |
|
ICG Advisors LLC
✚
|
CA | 7.9 |
|
Fiduciary Trust International LLC
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|
MA | 7.7 |
|
Stamos Capital Partners LP
✚
|
CA | 7.6 |
|
Miller Investment Management LP
✚
|
PA | 7.1 |
|
Beck Mack & Oliver LLC
✚
|
NY | 6.2 |
|
EJF Capital LP
✚
|
VA | 6.1 |
|
Sepio Capital LP
✚
|
UT | 5.6 |
|
Allegheny Financial Group
✚
|
PA | 5.6 |
|
Lowe Brockenbrough & Company Inc
✚
|
VA | 5.5 |