The Bollard Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $6.7B in regulatory assets under management, 29 employees, and 490 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.3% of total clients.
Top client categories% of clientsClients
1
HNWI
58.3%
14
2
Pooled Investment Vehicles
41.7%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.7Bas of March 31, 2026
Discretionary96.5%
$6.5B
97% of total RAUM96.5%
Non-discretionary3.5%
$233M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.7B
Total Accounts490
10Y AUM Change+$2.9B (+73.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee1:1
10Y Employee Change-1 (-3.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.