The THE BOLLARD GROUP LLC is a privately held investment adviser that advises $6.72Bn in regulatory assets under management held in 5 SEC fund types across 1 investment strategies. THE BOLLARD GROUP LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 10.23% over the last 5-years.
The Group has been registered with the SEC for 14.81 years and is comprised of 1 filing and 7 relying advisers. They operate out of 1 office location with their Headquarters at ONE JOY STREET, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 29 employees comprised of 12 investment and 17 non-investment staff. The total number of Employees decreased by 12.12% over the last 5-years.
Their $6.72Bn in assets advised are owned by 91 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $5.32Bn or 79.16% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.4Bn or 20.84% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 6 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 91 private funds with $1.4Bn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
THE BOLLARD GROUP LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.