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| The Bollard Group LLC
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|---|---|
| CRD # | 155317 |
| SEC # | 801-72749 |
| CIK # | 0001556218 |
| AUM | 6,724.6 M (2026-03-31) |
| Employees | 29 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| PE | Galiot Partners 1 LLC | 2026-03-31 | 10.5 M | |
| VC | Galiot Partners 2 LLC | 2026-03-31 | 5.7 M | |
| VC | Galiot Partners 3 LLC | 2026-03-31 | 5.9 M | |
| VC | Spritsail 10A LLC | 2026-03-31 | 4.2 M | |
| PE | Spritsail 17 LLC | 2026-03-31 | 24.0 M | |
| PE | Spritsail 18 LLC | 2026-03-31 | 12.5 M | |
| VC | Spritsail 19 LLC | 2026-03-31 | 28.5 M | |
| VC | Spritsail 20 LLC | 2026-03-31 | 5.1 M | |
| VC | Spritsail 2A LLC | 2026-03-31 | 1.8 M | |
| VC | Spritsail 8A LLC | 2026-03-31 | 8.4 M | |
| VC | Staysail 16A LLC | 2026-03-31 | 2.0 M | |
| VC | Staysail 19A LLC | 2026-03-31 | 2.8 M | |
| PE | Spritsail 15 LLC | 2025-03-31 | 71.0 M | |
| VC | Spritsail 16 LLC | 2025-03-31 | 20.6 M | |
| VC | Spritsail 4A LLC | 2025-03-31 | 5.6 M | |
| VC | Spritsail 12 LLC | 2024-03-30 | 7.6 M | |
| VC | Spritsail 13 LLC | 2024-03-30 | 15.0 M | |
| PE | Spritsail 14 LLC | 2024-03-30 | 6.6 M | |
| PE | Spritsail 10 LLC | 2023-03-29 | 11.2 M | |
| VC | Spritsail 11 LLC | 2023-03-29 | 10.9 M | |
| VC | Spritsail 4 LLC | 2023-03-29 | 23.2 M | |
| VC | Spritsail 5 LLC | 2023-03-29 | 1.3 M | |
| VC | Spritsail 6 LLC | 2023-03-29 | 31.1 M | |
| VC | Spritsail 7 LLC | 2023-03-29 | 11.7 M | |
| VC | Spritsail 8 LLC | 2023-03-29 | 0.4 M | |
| VC | Spritsail 9 LLC | 2023-03-29 | 12.2 M | |
| PE | Spritsail 1 LLC | 2022-03-30 | 26.5 M | |
| PE | Spritsail 2 LLC | 2022-03-30 | 18.3 M | |
| HF | Spritsail 3 LLC | 2022-03-30 | 37.4 M | |
| VC | Staysail 15 LLC | 2022-03-30 | 15.4 M | |
| PE | Staysail 16 LLC | 2022-03-30 | 10.0 M | |
| VC | Staysail 17 LLC | 2022-03-30 | 7.2 M | |
| HF | Staysail 18 LLC | 2022-03-30 | 18.8 M | |
| PE | Staysail 19 LLC | 2022-03-30 | 8.6 M | |
| RE | Staysail 20 LLC | 2022-03-30 | 193.8 M | |
| PE | Staysail 14 LLC | 2021-03-29 | 57.6 M | |
| VC | Staysail 10 LLC | 2020-03-23 | 0.1 M | |
| VC | Staysail 11 LLC | 2020-03-23 | 43.2 M | |
| VC | Staysail 12 LLC | 2020-03-23 | 9.2 M | |
| PE | Staysail 13 LLC | 2020-03-23 | 6.5 M | |
| VC | Staysail 2 LLC | 2018-03-28 | 5.3 M | |
| PE | Staysail 3 LLC | 2018-03-28 | 53.2 M | |
| VC | Staysail 4 LLC | 2018-03-28 | 19.1 M | |
| VC | Staysail 5 LLC | 2018-03-28 | 0.7 M | |
| VC | Staysail 6 LLC | 2018-03-28 | 29.5 M | |
| PE | Staysail 7 LLC | 2018-03-28 | 29.1 M | |
| PE | Staysail 8 LLC | 2018-03-28 | 37.1 M | |
| VC | Staysail 9 LLC | 2018-03-28 | 0.4 M | |
| VC | ND Partners LLC | 2017-03-22 | 1.5 M | |
| VC | Skysail 18 LLC | 2017-03-22 | 1.8 M | |
| VC | Skysail 19 LLC | 2017-03-22 | 3.5 M | |
| HF | Skysail 20 LLC | 2017-03-22 | 30.7 M | |
| Other | Staysail 1 LLC | 2017-03-22 | 64.5 M | |
| VC | Skysail 10 LLC | 2016-03-22 | 63.2 M | |
| PE | Skysail 11 LLC | 2016-03-22 | 33.4 M | |
| VC | Skysail 12 LLC | 2016-03-22 | 0.0 M | |
| RE | Skysail 13 LLC | 2016-03-22 | 6.0 M | |
| VC | Skysail 14 LLC | 2016-03-22 | 20.4 M | |
| RE | Skysail 15 LLC | 2016-03-22 | 3.9 M | |
| VC | Skysail 16 LLC | 2016-03-22 | 1.2 M | |
| VC | Skysail 17 LLC | 2016-03-22 | 29.6 M | |
| RE | Skysail 4 LLC | 2015-03-31 | 1.7 M | |
| VC | Skysail 7 LLC | 2015-03-31 | 2.7 M | |
| PE | Skysail 8 LLC | 2015-03-31 | 34.7 M | |
| VC | Skysail 9 LLC | 2015-03-31 | 0.7 M | |
| VC | BP-01A LLC | 2014-03-31 | 0.3 M | |
| VC | SCAP-18A LLC | 2014-03-31 | 0.0 M | |
| PE | Skysail 2 LLC | 2014-03-31 | 27.7 M | |
| VC | Skysail 3 LLC | 2014-03-31 | 0.2 M | |
| VC | Skysail 5 LLC | 2014-03-31 | 12.4 M | |
| VC | Skysail 6 LLC | 2014-03-31 | 20.9 M | |
| HF | Triremes 10 LLC | 2014-03-31 | 0.0 M | |
| PE | Triremes 14Z LLC | 2014-03-31 | 0.6 M | |
| VC | Skysail 1 LLC | 2013-04-01 | 3.7 M | |
| VC | Argonaut 10 LLC | 2012-03-30 | 4.1 M | |
| RE | Argonaut 11 LLC | 2012-03-30 | 1.3 M | |
| RE | Argonaut 12 LLC | 2012-03-30 | 0.3 M | |
| PE | Argonaut 13 LLC | 2012-03-30 | 5.1 M | |
| RE | Argonaut 15 LLC | 2012-03-30 | 0.3 M | |
| VC | Argonaut 18 LLC | 2012-03-30 | 0.1 M | |
| VC | Argonaut 19 LLC | 2012-03-30 | 0.2 M | |
| VC | Argonaut 20 LLC | 2012-03-30 | 8.7 M | |
| VC | Argonaut 21 LLC | 2012-03-30 | 1.9 M | |
| VC | Argonaut 22 LLC | 2012-03-30 | 12.5 M | |
| VC | Argonaut 23 LLC | 2012-03-30 | 1.0 M | |
| RE | Argonaut 24 LLC | 2012-03-30 | 1.7 M | |
| PE | Argonaut 25 LLC | 2012-03-30 | 6.6 M | |
| VC | Argonaut 27 LLC | 2012-03-30 | 1.0 M | |
| RE | Argonaut 28 LLC | 2012-03-30 | 1.8 M | |
| RE | Argonaut 29 LLC | 2012-03-30 | 0.7 M | |
| PE | Argonaut 2 LLC | 2012-03-30 | 1.7 M | |
| VC | Argonaut 30 LLC | 2012-03-30 | 1.2 M | |
| VC | Argonaut 3 LLC | 2012-03-30 | 0.1 M | |
| SA | Argonaut 4 LLC | 2012-03-30 | 0.7 M | |
| PE | Argonaut 6 LLC | 2012-03-30 | 1.0 M | |
| HF | Argonaut 8 LLC | 2012-03-30 | 0.2 M | |
| HF | Argonaut 9 LLC | 2012-03-30 | 0.9 M | |
| VC | BP-09 LLC | 2012-03-30 | 0.4 M | |
| VC | BP-11A LLC | 2012-03-30 | 0.0 M | |
| PE | BP-13A LLC | 2012-03-30 | 0.8 M | |
| RE | BP-16A LLC | 2012-03-30 | 0.7 M | |
| VC | BP-3A LLC | 2012-03-30 | 0.4 M | |
| VC | BP-5A LLC | 2012-03-30 | 0.4 M | |
| SA | BP-8A LLC | 2012-03-30 | 0.3 M | |
| VC | SCAP-13 LLC | 2012-03-30 | 2.8 M | |
| VC | SCAP-19A LLC | 2012-03-30 | 0.3 M | |
| PE | SCAP-20A LLC | 2012-03-30 | 0.2 M | |
| VC | SCAP-2A LLC | 2012-03-30 | 1.7 M | |
| PE | SCAP-3A LLC | 2012-03-30 | 11.4 M | |
| VC | Triremes 01 LLC | 2012-03-30 | 1.5 M | |
| VC | Triremes 02 LLC | 2012-03-30 | 2.5 M | |
| SA | Triremes 11 LLC | 2012-03-30 | 0.8 M | |
| RE | Triremes 12 LLC | 2012-03-30 | 0.9 M | |
| RE | Triremes 13 LLC | 2012-03-30 | 1.1 M | |
| PE | Triremes 14 LLC | 2012-03-30 | 21.4 M | |
| VC | Triremes 16 LLC | 2012-03-30 | 1.1 M | |
| SA | Triremes 17 LLC | 2012-03-30 | 3.5 M | |
| VC | Triremes 18 LLC | 2012-03-30 | 7.5 M | |
| VC | Triremes 19 LLC | 2012-03-30 | 0.0 M | |
| VC | Triremes 20 LLC | 2012-03-30 | 0.0 M | |
| VC | Triremes 21 LLC | 2012-03-30 | 0.0 M | |
| RE | Triremes 22 LLC | 2012-03-30 | 0.6 M | |
| VC | Triremes 24 LLC | 2012-03-30 | 0.0 M | |
| VC | Triremes 25 LLC | 2012-03-30 | 1.4 M | |
| VC | Triremes 26 LLC | 2012-03-30 | 0.0 M | |
| VC | Triremes 27 LLC | 2012-03-30 | 1.7 M | |
| SA | Triremes 28 LLC | 2012-03-30 | 2.1 M | |
| VC | Triremes 29 LLC | 2012-03-30 | 6.3 M | |
| RE | Triremes 30 LLC | 2012-03-30 | 2.1 M | |
| VC | Triremes 31 LLC | 2012-03-30 | 6.2 M | |
| PE | Triremes 32 LLC | 2012-03-30 | 3.9 M | |
| PE | Triremes 3 LLC | 2012-03-30 | 1.6 M | |
| VC | Triremes 4 LLC | 2012-03-30 | 2.1 M | |
| SA | Triremes 5 LLC | 2012-03-30 | 0.3 M | |
| VC | Triremes 6 LLC | 2012-03-30 | 0.8 M | |
| VC | Triremes 7 LLC | 2012-03-30 | 1.1 M | |
| VC | Windship 02 LLC | 2012-03-30 | 1.7 M | |
| VC | Windship 11A LLC | 2012-03-30 | 0.1 M | |
| HF | Windship 17 LLC | 2012-03-30 | 0.7 M | |
| PE | Windship 19 LLC | 2012-03-30 | 1.6 M | |
| RE | Windship 20 LLC | 2012-03-30 | 0.6 M | |
| VC | Windship 21 LLC | 2012-03-30 | 0.0 M | |
| VC | Windship 22 LLC | 2012-03-30 | 1.7 M | |
| VC | Windship 4A LLC | 2012-03-30 | 11.2 M | |
| VC | Windship 5A LLC | 2012-03-30 | 0.1 M | |
| VC | Windship 8A LLC | 2012-03-30 | 2.8 M |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.5B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | N/A |
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|---|---|---|
|
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|
Miller Investment Management LP
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|
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|
Beck Mack & Oliver LLC
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NY | 6,180.8 M |
|
EJF Capital LP
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|
VA | 6,101.3 M |
|
Sepio Capital LP
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|
UT | 5,641.2 M |
|
Allegheny Financial Group
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PA | 5,593.6 M |
|
Lowe Brockenbrough & Company Inc
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VA | 5,487.8 M |