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THE BOLLARD GROUP LLC

CRD 155317 · SEC 801-72749

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ONE JOY STREET, BOSTON, MA, 02108, United States

Phone

617-720-5800

Fax

617-720-3490

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.72B

Discretionary AUM

$6.49B

Team

29 total employees; 12 advisory reps; 2 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersADVISING ON PRIVATE EQUITY AND SPECIAL SITUATION INVESTMENTS

Client types

TypeClientsAUM
High net worth individuals14$5.32B
Pooled investment vehicles10$1.40B

States served

VT, MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD