THE BOLLARD GROUP LLC
CRD #155317 SEC #801-72749 BOSTON, MA 617-720-5800
SEC Registered Private Funds
Total AUM
$6.8B
Discretionary
$6.7B
Employees
33
Clients
25
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $6.8B | $6.7B | $106.3M | 33 | 2 |
| Mar 2025 | $6.8B | $6.7B | $106.3M | 33 | 2 |
| Jul 2024 | $5.7B | $5.5B | $122.6M | 29 | 14 |
| Mar 2024 | $5.7B | $5.5B | $122.6M | 29 | 14 |
| Dec 2023 | $5.2B | $5.1B | $132.2M | 28 | 0 |
| Jun 2023 | $5.2B | $5.1B | $132.2M | 28 | 0 |
| Mar 2023 | $5.2B | $5.1B | $132.2M | 28 | 0 |
| Jun 2022 | $5.5B | $5.3B | $178.1M | 28 | 0 |
| Mar 2022 | $5.5B | $5.3B | $178.1M | 28 | 0 |
| Jul 2021 | $6.1B | $5.9B | $209.7M | 33 | 0 |
| Mar 2021 | $6.1B | $5.9B | $209.7M | 33 | 0 |
| Dec 2020 | $5.6B | $5.5B | $66.3M | 32 | 0 |
| Jun 2020 | $5.6B | $5.5B | $66.3M | 32 | 0 |
| May 2020 | $5.6B | $5.5B | $66.3M | 32 | 0 |
| May 2020 | $5.6B | $5.5B | $66.3M | 32 | 0 |
| Mar 2020 | $5.6B | $5.5B | $66.3M | 32 | 0 |
| Jul 2019 | $4.9B | $4.9B | $64.3M | 30 | 0 |
| Mar 2019 | $4.9B | $4.9B | $64.3M | 30 | 0 |
| Jul 2018 | $4.5B | $4.4B | $87.2M | 28 | 0 |
| Mar 2018 | $4.5B | $4.4B | $87.2M | 28 | 0 |
| Jul 2017 | $3.9B | $3.8B | $50.8M | 30 | 26 |
| Mar 2017 | $3.9B | $3.8B | $50.8M | 30 | 26 |
| Jun 2016 | $3.6B | $3.5B | $30M | 28 | 26 |
| Mar 2016 | $3.6B | $3.5B | $30M | 28 | 26 |
| Dec 2015 | $3.2B | $3.2B | $28.8M | 30 | 100 |
| Jul 2015 | $3.2B | $3.2B | $28.8M | 30 | 100 |
| Mar 2015 | $3.2B | $3.2B | $28.8M | 30 | 100 |
| Mar 2015 | $2.7B | $2.5B | $212.8M | 36 | 100 |
| Mar 2014 | $2.8B | $2.8B | $0 | 36 | 200 |
| Jul 2013 | $2.3B | $2.2B | $110.4M | 40 | 100 |
| Apr 2013 | $2.3B | $2.2B | $110.4M | 40 | 100 |
| Mar 2012 | $2.4B | $2.2B | $206.3M | 11 | 130 |
DateJul 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$106.3M
Employees33
Clients2
DateMar 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$106.3M
Employees33
Clients2
DateJul 2024
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$122.6M
Employees29
Clients14
DateMar 2024
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$122.6M
Employees29
Clients14
DateDec 2023
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$132.2M
Employees28
Clients0
DateJun 2023
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$132.2M
Employees28
Clients0
DateMar 2023
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$132.2M
Employees28
Clients0
DateJun 2022
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$178.1M
Employees28
Clients0
DateMar 2022
Total AUM$5.5B
Discretionary$5.3B
Non-Disc.$178.1M
Employees28
Clients0
DateJul 2021
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$209.7M
Employees33
Clients0
DateMar 2021
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$209.7M
Employees33
Clients0
DateDec 2020
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$66.3M
Employees32
Clients0
DateJun 2020
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$66.3M
Employees32
Clients0
DateMay 2020
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$66.3M
Employees32
Clients0
DateMay 2020
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$66.3M
Employees32
Clients0
DateMar 2020
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$66.3M
Employees32
Clients0
DateJul 2019
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$64.3M
Employees30
Clients0
DateMar 2019
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$64.3M
Employees30
Clients0
DateJul 2018
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$87.2M
Employees28
Clients0
DateMar 2018
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$87.2M
Employees28
Clients0
DateJul 2017
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$50.8M
Employees30
Clients26
DateMar 2017
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$50.8M
Employees30
Clients26
DateJun 2016
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$30M
Employees28
Clients26
DateMar 2016
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$30M
Employees28
Clients26
DateDec 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$28.8M
Employees30
Clients100
DateJul 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$28.8M
Employees30
Clients100
DateMar 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$28.8M
Employees30
Clients100
DateMar 2015
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$212.8M
Employees36
Clients100
DateMar 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees36
Clients200
DateJul 2013
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$110.4M
Employees40
Clients100
DateApr 2013
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$110.4M
Employees40
Clients100
DateMar 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$206.3M
Employees11
Clients130