$6.7B Total AUM
$6.5B Disc. AUM
5.7% 3Y CAGR
29 Employees
26 ADV. Clients
31 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS · JP Morgan · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1995
- Office Locations
- 2
Office Locations
1 JOY ST -- MA
ONE JOY Street Boston MA
About THE Bollard Group LLC
THE Bollard Group LLC is a Boston-based RIA with 2 offices. The firm has been operating for 31 years. Managing $6.7B in total assets under management, with 12 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$560.4M AVG AUM / ADVISOR
$258.6M AVG AUM / CLIENT
20 yrs AVG TENURE
29 Employees
12 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANASTASIOS PARAFESTAS
Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
S
SILVESTRO JOHN CALABRESE
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,491,735,513 | $14,205,111 |
| Non-Discretionary | $232,830,380 | $7,055,466 |
| Total | $6,724,565,893 | $13,723,604 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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