This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

THE BOLLARD GROUP LLCCRD 155317

Fund type

Securitized Asset Fund

Latest reported GAV

$761,277gross asset value on Schedule D 7.B(1), as of 2016-06-29; never fund size

Peak reported GAV

$877,957

Beneficial owners

6

Minimum investment

$0

Owned by the adviser

300%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Mar 30, 2012

Last reported

Jun 29, 2016fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

10

Fund id

805-9216365994

Graph

RIA / Wealth Management

Canonical id

dfx:ria:45e21156-c0f7-b55b-1fe9-9069be0c2b67

First observed

Mar 30, 2012

Last observed

Jun 29, 2016 124 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.