The Bollard Group Llc
- Regulatory AUM
- $6.7B
- Discretionary
- $6.5B
- Clients
- 24
- Avg AUM / client
- $280M
- Accounts
- 490
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | $5.3B | 79.2% |
| Pooled investment vehicles (non-investment companies) | 10 | $1.4B | 20.8% |
Private funds (81)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Staysail 20 Llc | Real Estate Fund | Delaware | $153M | 1 |
| Staysail 3 Llc | Private Equity Fund | Delaware | $74.9M | 10 |
| Skysail 10 Llc | Venture Capital Fund | Delaware | $56.1M | 2 |
| Staysail 1 Llc | Other Private Fund | Delaware | $55.9M | 9 |
| Staysail 14 Llc | Private Equity Fund | Delaware | $50.6M | 11 |
| Spritsail 3 Llc | Hedge Fund | Delaware | $42.2M | 6 |
| Skysail 11 Llc | Private Equity Fund | Delaware | $41.2M | 9 |
| Skysail 2 Llc | Private Equity Fund | Delaware | $40.0M | 12 |
| Skysail 18 Llc | Venture Capital Fund | Delaware | $36.3M | 2 |
| Staysail 7 Llc | Private Equity Fund | Delaware | $35.4M | 7 |
| Staysail 8 Llc | Private Equity Fund | Delaware | $35.3M | 9 |
| Skysail 8 Llc | Private Equity Fund | Delaware | $33.4M | 9 |
| Staysail 6 Llc | Venture Capital Fund | Delaware | $30.2M | 1 |
| Spritsail 6 Llc | Venture Capital Fund | Delaware | $29.8M | 9 |
| Scap 3 A Llc | Private Equity Fund | Delaware | $28.4M | 13 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Parafestas, Anastasios, Nmn | Managing Member And Ceo | Feb 1995 (32y) | 75% or more | |
| Calabrese, Silvestro, John | Member | Jan 2002 (25y) | 10% – 25% | |
| Jean Nmn Qiu | Member | Jul 2005 (21y) | 5% – 10% | |
| Hibbard, George, Elliot | Chief Compliance Officer | Sep 2010 (16y) | Less than 5% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (81, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Staysail 20 Llc | Real Estate Fund | $153M | $0 | 1 |
| Staysail 3 Llc | Private Equity Fund | $74.9M | $0 | 10 |
| Skysail 10 Llc | Venture Capital Fund | $56.1M | $0 | 2 |
| Staysail 1 Llc | Other Private Fund | $55.9M | $0 | 9 |
| Staysail 14 Llc | Private Equity Fund | $50.6M | $0 | 11 |
| Spritsail 3 Llc | Hedge Fund | $42.2M | $0 | 6 |
| Skysail 11 Llc | Private Equity Fund | $41.2M | $0 | 9 |
| Skysail 2 Llc | Private Equity Fund | $40.0M | $0 | 12 |
| Skysail 18 Llc | Venture Capital Fund | $36.3M | $0 | 2 |
| Staysail 7 Llc | Private Equity Fund | $35.4M | $0 | 7 |
| Staysail 8 Llc | Private Equity Fund | $35.3M | $0 | 9 |
| Skysail 8 Llc | Private Equity Fund | $33.4M | $0 | 9 |
| Staysail 6 Llc | Venture Capital Fund | $30.2M | $0 | 1 |
| Spritsail 6 Llc | Venture Capital Fund | $29.8M | $0 | 9 |
| Scap 3 A Llc | Private Equity Fund | $28.4M | $0 | 13 |
| Skysail 17 Llc | Venture Capital Fund | $28.2M | $0 | 2 |
| Spritsail 1 Llc | Private Equity Fund | $26.0M | $0 | 9 |
| Triremes 14 Llc | Private Equity Fund | $25.0M | $0 | 11 |
| Staysail 11 Llc | Venture Capital Fund | $24.4M | $0 | 9 |
| Staysail 4 Llc | Venture Capital Fund | $24.0M | $0 | 8 |
| Skysail 14 Llc | Venture Capital Fund | $24.0M | $0 | 3 |
| Spritsail 4 Llc | Venture Capital Fund | $19.6M | $0 | 10 |
| Spritsail 2 Llc | Private Equity Fund | $18.7M | $0 | 8 |
| Skysail 20 Llc | Hedge Fund | $18.3M | $0 | 8 |
| Staysail 18 Llc | Hedge Fund | $17.2M | $0 | 5 |
Top 25 of 81 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 17.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $2.2B (32% of AUM) Jul 2026
- Morgan Stanley $1.7B (25% of AUM) Jul 2026
- J.P. Morgan $1.3B (20% of AUM) Jul 2026
- Citizens Bank, National Association $1.1B (18% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗