SEC-Registered Investment Adviser

The Bollard Group LLC

CRD 155317

Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 15, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.

Registration

Status: Approved
Registered since: October 14, 2011
Principal office: One Joy Street, Boston, MA 02108
Organized as: Limited Liability Company, DE
Fiscal year end: December
Umbrella registration: Yes, 7 relying advisers
Website: HTTP://WWW.BOLLARD.COM

Full record on SEC IAPD

Scale

Regulatory AUM: $6.7B
Discretionary / non-discretionary: $6.5B / $232.8M
Accounts: 490
Clients: 2
Employees: 29, 12 in advisory roles
Private funds advised: 91
Private fund gross assets: $1.4B
Fund types: 3 hedge funds, 25 private equity funds, 9 real estate funds, 53 venture capital funds, 1 other private funds

Business, clients and compensation, as filed

Advisory activities: financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other advisory activities
Compensated by: a percentage of assets under management, hourly charges and performance-based fees
Client types: high net worth individuals (14); pooled investment vehicles (10)

Form ADV Item 11 disclosures

No yes answers on Item 11 as of the latest Form ADV (July 15, 2026). Item 11 covers the firm and its advisory affiliates.

In the directory

Massachusetts Venture capital funds $1B to $10B of private fund assets All advisers

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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.