Data / Investment advisers / Massachusetts / The Bollard Group LLC
The Bollard Group LLC, Boston, MA: $6.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Bollard Group LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $6.7 billion in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 91 private funds.
The request: Watch The Bollard Group LLC (CRD number 155317): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 155317
- SEC file number
- 801-72749
- SEC status
- Approved, effective October 14, 2011
- Main office
- One Joy Street, Boston, MA 02108
- Phone
- (617) 720-5800
- Website
- bollard.com
- Regulatory AUM
- $6,724,565,893 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $6,491,735,513
- Non discretionary AUM
- $232,830,380
- Accounts
- 490
- Employees
- 29, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 91: 53 venture capital funds, 25 private equity funds, 9 real estate funds, 3 hedge funds, 1 other private fund
- Gross assets of private funds
- $1,401,282,763
- Umbrella registration
- 7 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $5.32 billion |
| Pooled investment vehicles | 10 | $1.40 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.72 billion | March 31, 2026 |
| December 1, 2025 | $6.78 billion | July 10, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Silversmith Capital Partners | Boston | $7.16 billion | 24 | adviserinfo.sec.gov |
| Algebris Investments (US) Inc. | Boston | $6.94 billion | Not listed | adviserinfo.sec.gov |
| Smartleaf Asset Management LLC | Boston | $6.85 billion | Not listed | adviserinfo.sec.gov |
| LMCG Investments, LLC | Boston | $6.83 billion | 2 | adviserinfo.sec.gov |
| Manulife Investment Management Timberland and Agriculture Inc | Boston | $6.74 billion | 4 | adviserinfo.sec.gov |
| Highvista Private Capital Management LLC | Boston | $6.48 billion | 40 | adviserinfo.sec.gov |
| Ethos Capital LP | Boston | $6.31 billion | 5 | adviserinfo.sec.gov |
| Millstreet Capital Management LLC | Boston | $5.82 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- The Bollard Group LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.