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| Happy Holidays!! thanks for using AUM13F!! |
| The Bollard Group LLC
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| CRD # | 155317 |
| SEC # | 801-72749 |
| CIK # | 0001556218 |
| AUM | $6.8 B (2025-07-10) |
| Employees | 33 (33% Investors, 0% Brokers) |
| Phone | 617-720-5800 |
| Address | One Joy Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Boston Scientific Corp | 0.0 | ||
| Elastic NV | 0.0 | ||
| Nurix Therapeutics Inc | 0.0 | ||
| EOG Resources Inc | 0.0 | ||
| Comcast Corp | 0.0 | ||
| Northeast Utilities | 0.0 | ||
| Centessa Pharmaceuticals PLC | 0.0 | ||
| Cybin Inc | 0.0 | ||
| Rio Tinto PLC | 0.0 | ||
| 3M Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Spritsail 15 LLC | 2025-03-31 | 71.0 | |
| VC | Spritsail 16 LLC | 2025-03-31 | 20.6 | |
| VC | Spritsail 4A LLC | 2025-03-31 | 4.6 | |
| VC | Spritsail 12 LLC | 2024-03-30 | 6.2 | |
| VC | Spritsail 13 LLC | 2024-03-30 | 13.1 | |
| PE | Spritsail 14 LLC | 2024-03-30 | 6.5 | |
| PE | Spritsail 10 LLC | 2023-03-29 | 16.2 | |
| VC | Spritsail 11 LLC | 2023-03-29 | 10.7 | |
| VC | Spritsail 4 LLC | 2023-03-29 | 20.4 | |
| VC | Spritsail 5 LLC | 2023-03-29 | 2.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 5.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 6.8 |
| By Discretionary | ||
| Discretionary | 457 | 6.7 |
| Non-Discretionary | 28 | 0.1 |
| Total | 485 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 485 | 6.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001556218] | |
| SC 13G | [0001556218] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bollard Group LLC | Capnia Inc | [2016-02-01] |
| Bollard Group LLC | Capnia Inc | [2015-02-13] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ICG Advisors LLC
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|
CA | 7.8 |
|
Bear Creek Asset Management LLC
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|
CO | 7.5 |
|
Battery Global Advisors LLC
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MA | 6.9 |
|
The Cynosure Group
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UT | 6.6 |
|
EJF Capital LLC
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VA | 6.5 |
|
Stamos Capital Partners LP
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CA | 6.5 |
|
Fiduciary Trust International LLC
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|
MA | 6.3 |
|
Geller Advisors LLC
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|
NY | 5.9 |
|
Beck Mack & Oliver LLC
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|
NY | 5.9 |
|
Miller Investment Management LP
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|
PA | 5.7 |