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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 in AdvizorPro
- Established Date
- 02-01-1995
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between July 10, 2025 and March 31, 2026, reported AUM decreased 0.8%, from $6.8B to $6.7B.
Across 5 reported observations, AUM increased 23.3% between June 29, 2022 and March 31, 2026, from $5.5B to $6.7B.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 12 advisory representatives and 26 clients, or 2.2 clients per representative. That equates to $258.6M in reported AUM per client.
The profile lists 2 reported office locations and 31 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full THE Bollard Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANASTASIOS PARAFESTAS
Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
SILVESTRO JOHN CALABRESE
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
THE Bollard Group LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
THE Bollard Group LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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