THE BOLLARD GROUP LLC other names

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Adviser Profile

As of Date:

07/18/2024

Adviser Type:

- Large advisory firm

Number of Employees:

29 3.57%

of those in investment advisory functions:

10 -16.67%

Registration:

SEC, Approved, 10/14/2011

AUM:

5,662,840,667 8.57%

of that, discretionary:

5,540,234,592 8.98%

Private Fund GAV:

1,253,403,109 2.47%

Avg Account Size:

11,896,724 7.89%

% High Net Worth:

58.33% 7.69%

SMA’s:

YES

Private Funds:

81 3

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 3B 2B 842M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Boston Scientific Corp. 5.5% Pfd. Series A
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

The Corner
04/03/2021

When someone has irked you and you want to lash out at him, it is natural, apparently, to mock his looks. Donald Trump and Joe Biden have both exemplified this. Last summer, Trump was doing one of ...

nationalreview.com

Boston Scientific Corp.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

'An invisible hazard' - Cycle lane extension prompts concern over bollards
03/29/2021

Norfolk County Council wants to use more than £70,000 awarded through the government's Active Travel Fund to extend mandatory cycle lanes ... "But where they exist already, such as in Earlham Road, the bollard bits have been broken off and that can ...

eveningnews24.co.uk

Bollards Market 2021 - Market Share, Top manufacturers , Globally Market Size and Forecast to 2027 with Top Growth Companies
03/28/2021

Due to the frequent occurrence of traffic accidents and terrorist attacks, the demand for bollards is increasing, and the bollard market is showing a rapid growth stage. The influx of new and ...

Market Watch

His Private Border Wall Enraged Neighbors. Then He Landed $2B To Build Walls For Trump
03/27/2021

Instead, according to the indictment, the money went to fund lavish lifestyles ... which goes by the initials CILA, are alarmed that the bollard wall is a potential obstruction that could deflect floodwaters, or even get pushed over by the force of ...

wgbh.org


Private Funds Structure

Fund Type Count GAV
Hedge Fund 3 $77,774,385
Private Equity Fund 23 $484,737,697
Real Estate Fund 9 $174,505,961
Venture Capital Fund 45 $460,496,240
Other Private Fund 1 $55,888,826

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ENDOWMENT WEALTH MANAGEMENT, INC. - - 15.8m - - 39.5m - 94.7m 354.5m 11

Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
101137107 Boston Scientific Corp $1,668,291 47.00% 11.00% -2.00%
532457108 Lilly Eli & Co $227,781 6.00% 16.00% 0.00%
366651107 Gartner Inc $171,875 5.00% -6.00% 0.00%
023135106 Amazon.com Inc $148,202 4.00% 8.00% 1.00%
594918104 Microsoft Corp $130,545 4.00% 9.00% 3.00%
682680103 Oneok Inc $63,210 2.00% 4.00% 2.00%
84265v105 Southern Copper Corp $84,046 2.00% 3.00% 2.00%
883556102 Thermo Fisher Scientific Inc $59,974 2.00% -5.00% 0.00%
149123101 Caterpillar Inc $67,409 2.00% -7.00% 2.00%
02079k107 Alphabet Inc Cap Stock Cl C $82,566 2.00% 23.00% 2.00%

Brochure Summary

Overview

Advisory Business: The Bollard Group, established in 1995 and located in Boston, Massachusetts, is a multi-family office that provides investment advising; bookkeeping and other accounting services; income tax advising and tax return preparation; financial and estate planning services; and other wealth management and business advising services to its clients. Our clients primarily include high net worth individuals, trusts, charitable foundations and client family-centric companies. Spinnaker Capital LLC (“Spinnaker Capital”), established in 2000 and located in Boston, offers private funds (hereafter “Spinnaker Funds”) to certain eligible clients to invest in one or more of the following alternative investments: private equity, venture capital, hedge funds and real estate investments. Spinnaker Capital LLC is an affiliate of The Bollard Group and sponsors certain private funds. Spinnaker Capital LLC, as well as the other managing members of the related private funds, are relying on The Bollard Group’s registration with the SEC as an investment adviser. References to the “Firm” shall include The Bollard Group, Spinnaker Capital and the other relying advisers described in this Brochure. Firm Ownership: The Bollard Group is wholly owned by members of its senior management team and is controlled by Anastasios Parafestas (the “Principal”). At present, there are no outside ownership interests of the Firm. Spinnaker Capital and each of the managing members of the Spinnaker Funds are wholly-owned by the Principal. Advisory Services Offered: We provide both discretionary and non-discretionary investment advisory
and portfolio management services to individuals, trusts, charitable foundations and companies. In providing these services we tailor our advisory services to the individual needs of our clients. For each client, we formulate an investment objective, direct and manage the investment and reinvestment of the assets of the portfolio and provide portfolio performance and other reporting to the client. The core of our investment advisory and portfolio management services includes the design and implementation of equity portfolios, fixed income portfolios and highly liquid cash equivalent positions to meet our clients’ individual needs. As part of our service, we allow clients to instruct us in writing, if they wish to impose restrictions on investing in certain securities or types of securities. Where appropriate for the client, we offer access to alternative investments and through our related person, Spinnaker Capital, an opportunity to invest in the Spinnaker Funds. These types of investments involve additional risk and they will only be recommended when consistent with the client’s stated investment objectives, tolerance for risk, suitability and liquidity. Please see Items 5 and 10 for additional information regarding the Spinnaker Funds and the types of fees associated with an investment in a Spinnaker Fund. At present, we do not provide portfolio management services in any wrap fee programs. Assets Under Management: As of December 31, 2023, the Firm had $5,662,841,000 in total assets under management. Of this amount, $5,540,235,000 is managed on a discretionary basis and $122,606,000 is managed on a non-discretionary basis.