The Bollard Group LLC is an SEC-registered investment adviser based in Boston, MA that reports managing 3 hedge funds on Form ADV. It reports $6.7 billion in regulatory assets under management. Its private funds, of all types, hold $1.4 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -20.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +7.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $6.7 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.4 billionAll private fund types, Form ADV
- Hedge funds managed
- 391 private funds in total
- Employees
- 29Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 155317
- Latest Form ADV
- 07/15/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
Est. 2026 YTD-20.2%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+7.5%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$3.3 billion303 positions, 2026-06-30
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | -4.8% | +14.8% |
| Q1 2026 | -16.1% | -4.6% |
| Q4 2025 | +2.7% | +2.4% |
| Q3 2025 | +7.8% | +7.8% |
| Q2 2025 | +5.3% | +10.4% |
| Q1 2025 | +5.7% | -4.5% |
| Q4 2024 | +2.2% | +2.1% |
| Q3 2024 | +6.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Boston Scientific Corp Com$786.2 million
- Caterpillar Inc Com$249.4 million
- Eli Lilly & Co Com$236.5 million
- Amazon Com Inc Com$181.7 million
- SPDR S&P 500 ETF TR$178.2 million
- Southern Copper Corp$157.0 million
- Alphabet, Inc Non-voting Class$155.9 million
- Microsoft Corp Com$107.8 million
- Oneok Inc New Com$65.2 million
- American Elec PWR Co Inc Com$63.2 million
As of 2026-06-30, from 13F filing by Bollard Group LLC.
Private funds reported on Form ADV (81)
Fund
Gross assets
Minimum
Owners
Adviser
Staysail 20 LLC
Delaware, United StatesReal estate fund
Gross assets$153M
MinimumNone set
Owners1
AdviserThe Bollard Group LLC
Staysail 3 LLC
Delaware, United StatesPrivate equity fund
Gross assets$74.9M
MinimumNone set
Owners10
AdviserThe Bollard Group LLC
Skysail 10 LLC
Delaware, United StatesVenture capital fund
Gross assets$56.1M
MinimumNone set
Owners2
AdviserThe Bollard Group LLC
Staysail 1 LLC
Delaware, United StatesPrivate fund
Gross assets$55.9M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 14 LLC
Delaware, United StatesPrivate equity fund
Gross assets$50.6M
MinimumNone set
Owners11
AdviserThe Bollard Group LLC
Spritsail 3 LLC
Delaware, United StatesHedge fund
Gross assets$42.2M
MinimumNone set
Owners6
AdviserThe Bollard Group LLC
Skysail 11 LLC
Delaware, United StatesPrivate equity fund
Gross assets$41.2M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Skysail 2 LLC
Delaware, United StatesPrivate equity fund
Gross assets$40.0M
MinimumNone set
Owners12
AdviserThe Bollard Group LLC
Skysail 18 LLC
Delaware, United StatesVenture capital fund
Gross assets$36.3M
MinimumNone set
Owners2
AdviserThe Bollard Group LLC
Staysail 7 LLC
Delaware, United StatesPrivate equity fund
Gross assets$35.4M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Staysail 8 LLC
Delaware, United StatesPrivate equity fund
Gross assets$35.3M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Skysail 8 LLC
Delaware, United StatesPrivate equity fund
Gross assets$33.4M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 6 LLC
Delaware, United StatesVenture capital fund
Gross assets$30.2M
MinimumNone set
Owners1
AdviserThe Bollard Group LLC
Spritsail 6 LLC
Delaware, United StatesVenture capital fund
Gross assets$29.8M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Scap-3a LLC
Delaware, United StatesPrivate equity fund
Gross assets$28.4M
MinimumNone set
Owners13
AdviserThe Bollard Group LLC
Skysail 17 LLC
Delaware, United StatesVenture capital fund
Gross assets$28.2M
MinimumNone set
Owners2
AdviserThe Bollard Group LLC
Spritsail 1 LLC
Delaware, United StatesPrivate equity fund
Gross assets$26.0M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Triremes 14 LLC
Delaware, United StatesPrivate equity fund
Gross assets$25.0M
MinimumNone set
Owners11
AdviserThe Bollard Group LLC
Staysail 11 LLC
Delaware, United StatesVenture capital fund
Gross assets$24.4M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 4 LLC
Delaware, United StatesVenture capital fund
Gross assets$24.0M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Skysail 14 LLC
Delaware, United StatesVenture capital fund
Gross assets$24.0M
MinimumNone set
Owners3
AdviserThe Bollard Group LLC
Spritsail 4 LLC
Delaware, United StatesVenture capital fund
Gross assets$19.6M
MinimumNone set
Owners10
AdviserThe Bollard Group LLC
Spritsail 2 LLC
Delaware, United StatesPrivate equity fund
Gross assets$18.7M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Skysail 20 LLC
Delaware, United StatesHedge fund
Gross assets$18.3M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Staysail 18 LLC
Delaware, United StatesHedge fund
Gross assets$17.2M
MinimumNone set
Owners5
AdviserThe Bollard Group LLC
Skysail 6 LLC
Delaware, United StatesVenture capital fund
Gross assets$17.0M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Spritsail 10 LLC
Delaware, United StatesPrivate equity fund
Gross assets$15.5M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Staysail 16 LLC
Delaware, United StatesPrivate equity fund
Gross assets$13.8M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Spritsail 8 LLC
Delaware, United StatesVenture capital fund
Gross assets$13.5M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Spritsail 13 LLC
Delaware, United StatesVenture capital fund
Gross assets$13.0M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 17 LLC
Delaware, United StatesVenture capital fund
Gross assets$12.8M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Triremes 29 LLC
Delaware, United StatesVenture capital fund
Gross assets$12.6M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Spritsail 9 LLC
Delaware, United StatesVenture capital fund
Gross assets$11.0M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Staysail 19 LLC
Delaware, United StatesPrivate equity fund
Gross assets$10.6M
MinimumNone set
Owners4
AdviserThe Bollard Group LLC
Spritsail 11 LLC
Delaware, United StatesVenture capital fund
Gross assets$10.5M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Spritsail 7 LLC
Delaware, United StatesVenture capital fund
Gross assets$10.3M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Staysail 12 LLC
Delaware, United StatesVenture capital fund
Gross assets$10.1M
MinimumNone set
Owners2
AdviserThe Bollard Group LLC
Argonaut 20 LLC
Delaware, United StatesVenture capital fund
Gross assets$10.1M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 15 LLC
Delaware, United StatesVenture capital fund
Gross assets$8.7M
MinimumNone set
Owners3
AdviserThe Bollard Group LLC
Staysail 2 LLC
Delaware, United StatesVenture capital fund
Gross assets$7.8M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 13 LLC
Delaware, United StatesPrivate equity fund
Gross assets$6.8M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Argonaut 25 LLC
Delaware, United StatesPrivate equity fund
Gross assets$6.6M
MinimumNone set
Owners12
AdviserThe Bollard Group LLC
Spritsail 14 LLC
Delaware, United StatesPrivate equity fund
Gross assets$6.5M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Spritsail 12 LLC
Delaware, United StatesVenture capital fund
Gross assets$6.2M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Triremes 32 LLC
Delaware, United StatesPrivate equity fund
Gross assets$5.8M
MinimumNone set
Owners10
AdviserThe Bollard Group LLC
Skysail 13 LLC
Delaware, United StatesReal estate fund
Gross assets$5.7M
MinimumNone set
Owners4
AdviserThe Bollard Group LLC
Triremes 18 LLC
Delaware, United StatesVenture capital fund
Gross assets$5.5M
MinimumNone set
Owners10
AdviserThe Bollard Group LLC
Argonaut 13 LLC
Delaware, United StatesPrivate equity fund
Gross assets$5.4M
MinimumNone set
Owners4
AdviserThe Bollard Group LLC
Skysail 1 LLC
Delaware, United StatesVenture capital fund
Gross assets$5.3M
MinimumNone set
Owners10
AdviserThe Bollard Group LLC
Skysail 15 LLC
Delaware, United StatesReal estate fund
Gross assets$5.2M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Skysail 3 LLC
Delaware, United StatesVenture capital fund
Gross assets$3.9M
MinimumNone set
Owners4
AdviserThe Bollard Group LLC
Staysail 5 LLC
Delaware, United StatesVenture capital fund
Gross assets$3.7M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Skysail 19 LLC
Delaware, United StatesVenture capital fund
Gross assets$3.3M
MinimumNone set
Owners3
AdviserThe Bollard Group LLC
Spritsail 5 LLC
Delaware, United StatesVenture capital fund
Gross assets$3.3M
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Argonaut 19 LLC
Delaware, United StatesVenture capital fund
Gross assets$3.3M
MinimumNone set
Owners15
AdviserThe Bollard Group LLC
Triremes 30 LLC
Delaware, United StatesReal estate fund
Gross assets$3.0M
MinimumNone set
Owners5
AdviserThe Bollard Group LLC
Skysail 7 LLC
Delaware, United StatesVenture capital fund
Gross assets$2.7M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Skysail 4 LLC
Delaware, United StatesReal estate fund
Gross assets$2.6M
MinimumNone set
Owners4
AdviserThe Bollard Group LLC
Triremes 25 LLC
Delaware, United StatesVenture capital fund
Gross assets$2.1M
MinimumNone set
Owners11
AdviserThe Bollard Group LLC
Triremes 4 LLC
Delaware, United StatesVenture capital fund
Gross assets$2.1M
MinimumNone set
Owners5
AdviserThe Bollard Group LLC
Argonaut 21 LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
MinimumNone set
Owners5
AdviserThe Bollard Group LLC
Argonaut 24 LLC
Delaware, United StatesReal estate fund
Gross assets$1.8M
MinimumNone set
Owners6
AdviserThe Bollard Group LLC
Argonaut 11 LLC
Delaware, United StatesReal estate fund
Gross assets$1.7M
MinimumNone set
Owners6
AdviserThe Bollard Group LLC
Windship 19 LLC
Delaware, United StatesPrivate equity fund
Gross assets$1.6M
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Argonaut 6 LLC
Delaware, United StatesPrivate equity fund
Gross assets$1.4M
MinimumNone set
Owners4
AdviserThe Bollard Group LLC
Triremes 16 LLC
Delaware, United StatesVenture capital fund
Gross assets$1.3M
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Triremes 7 LLC
Delaware, United StatesVenture capital fund
Gross assets$1.2M
MinimumNone set
Owners6
AdviserThe Bollard Group LLC
Triremes 22 LLC
Delaware, United StatesReal estate fund
Gross assets$1.1M
MinimumNone set
Owners6
AdviserThe Bollard Group LLC
Argonaut 23 LLC
Delaware, United StatesVenture capital fund
Gross assets$1.0M
MinimumNone set
Owners11
AdviserThe Bollard Group LLC
Skysail 12 LLC
Delaware, United StatesVenture capital fund
Gross assets$921K
MinimumNone set
Owners2
AdviserThe Bollard Group LLC
Bp-13a LLC
Delaware, United StatesPrivate equity fund
Gross assets$822K
MinimumNone set
Owners6
AdviserThe Bollard Group LLC
Triremes 14z LLC
Delaware, United StatesPrivate equity fund
Gross assets$788K
MinimumNone set
Owners11
AdviserThe Bollard Group LLC
ND Partners LLC
Delaware, United StatesVenture capital fund
Gross assets$734K
MinimumNone set
Owners21
AdviserThe Bollard Group LLC
Skysail 9 LLC
Delaware, United StatesVenture capital fund
Gross assets$724K
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Windship 20 LLC
Delaware, United StatesReal estate fund
Gross assets$691K
MinimumNone set
Owners8
AdviserThe Bollard Group LLC
Bp-3a LLC
Delaware, United StatesVenture capital fund
Gross assets$565K
MinimumNone set
Owners5
AdviserThe Bollard Group LLC
Staysail 9 LLC
Delaware, United StatesVenture capital fund
Gross assets$391K
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Staysail 10 LLC
Delaware, United StatesVenture capital fund
Gross assets$106K
MinimumNone set
Owners9
AdviserThe Bollard Group LLC
Triremes 24 LLC
Delaware, United StatesVenture capital fund
Gross assets$40K
MinimumNone set
Owners7
AdviserThe Bollard Group LLC
Windship 21 LLC
Delaware, United StatesVenture capital fund
Gross assets$4K
MinimumNone set
Owners17
AdviserThe Bollard Group LLC
Triremes 21 LLC
Delaware, United StatesVenture capital fund
Gross assets$2K
MinimumNone set
Owners15
AdviserThe Bollard Group LLC
As reported in the adviser's Form ADV filed Jul 18, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures