Bollard Group LLC
The Bollard Group LLC is a multi-family office and SEC-registered investment adviser headquartered in Boston, Massachusetts. Founded in 1995, the firm delivers investment advisory, financial planning, tax advising, estate planning, and other wealth management and business advisory services. The company primarily serves high-net-worth individuals, families, trusts, estates, charitable organizations, and family-centric business entities. The firm is wholly owned by its senior management, led by principal Anastasios Parafestas. With fewer than 25 employees, Bollard Group is a boutique operation focused on highly personalized, tailored services for each client.
Investment Strategy
The Bollard Group provides both discretionary and non-discretionary investment advisory and portfolio management, customizing its approach to each client’s risk tolerance and objectives. Core portfolios include domestic and global equities, fixed-income, and liquid cash equivalents. The firm's methods of analysis include charting, fundamental and technical analysis and may incorporate active management, options, futures, ETFs, and alternative investments (through its affiliate Spinnaker Capital, which provides access to private equity, venture capital, hedge funds, and real estate). Each strategy is designed in consultation with the client, with flexibility to impose or request investment restrictions. The firm emphasizes risk management and capital appreciation based on individual client profiles.
Latest 13F Filing Activity
Bollard Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 284 equity positions with a total 13F market value of $4B. The fund increased holdings in Boston Scientific Corp., Microsoft Corp., Amazon.com Inc. among other positions. Bollard Group LLC reduced exposure to HF Sinclair Corporation, Unitedhealth Group Inc., Oneok Inc. among others.
Top Holdings
Equity Positions (284)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSX | Boston Scientific Corp | 49.31% | $2.16B | 20,079,443 | $13.27 | $107.41 | +$89.6M |
L LLY | Lilly Eli & Co | 4.48% | $196.0M | 251,489 | $95.52 | $779.53 | -$2.3M |
A AMZN | Amazon.com Inc | 3.91% | $171.1M | 779,915 | $66.92 | $219.39 | +$34.9M |
M MSFT | Microsoft Corp | 3.58% | $156.7M | 315,079 | $132.10 | $497.41 | +$51.2M |
I IT | Gartner Inc | 3.37% | $147.3M | 364,389 | $136.34 | $404.22 | -$2.9M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
M Mary Malloy | Partner | Boston, MA , United States | |
M Mary Bell | Partner | Cambridge, MA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more