The Bollard Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,323,283,131
Clients
14
Advisors
1
of 29 employees
About
The Bollard Group serves high-net-worth individuals, trusts, charitable foundations and family-centric companies, providing investment advising alongside financial and estate planning, tax preparation, bookkeeping and other wealth and business advisory services. The firm offers both discretionary and non-discretionary portfolio management tailored to client objectives and reporting needs.
The firm uses a mix of charting, fundamental and technical analysis with active management across equities, fixed income, options, futures and cash management, and will employ leveraged or hedging strategies where suitable for a client’s tolerance. For eligible clients it recommends access to alternative, privately offered pooled investments and affiliated private funds (Spinnaker Funds) that invest in private equity, venture, hedge and real estate opportunities.
What is distinctive is the firm’s role as a private fund adviser and sponsor of pooled vehicles that may charge performance-based carried interest — an arrangement that creates potential side-by-side conflicts and is managed through allocation, consent and disclosure procedures. Senior management also provides trustee and corporate management services for clients and investors, and the client base is concentrated among high-net-worth and institutional family entities rather than retail individual investors.
Client services
Expertise
Occupation focus
Fee options
Hourly fees generally range from $90 to $1,200 based on expertise and experience of the adviser
Performance-based fees (carried interest up to 20% of profits) charged by related entity Spinnaker Capital for certain private funds; disclosed in fund documents
Account minimum: $25 million Minimum fee: Minimum annual fee of $75,000 for assets under management; exceptions may be made at discretion of the Firm Fee-only: Investment management fees charged as percentage of assets under management (generally 0.80% or less annually) or hourly fees ranging from $90 to $1,200 based on adviser expertise; fees are negotiable
Main office
One Joy Street
Boston MA 02108
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · New York · Texas · Vermont
Also doing business as
Irontree Holdings, Inc. (Relying Adviser) · Macintosh Ii LLC (Relying Adviser) · Spinnaker Capital 2007 Gp LLC (Relying Adviser) · Spinnaker Capital 2011 Gp LLC (Relying Adviser) · Spinnaker Capital 2014 Gp LLC (Relying Adviser) · Spinnaker Capital LLC (Relying Adviser) · The Bollard Group LLC · The Bollard Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)