DFX Intelligence

S••••••• 3• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)fund of funds

S••••••• 3• L••

advised by THE BOLLARD GROUP LLC

Delaware, United States

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Search this name across graphsid dfx:ria:50f87c29-a604-840e-32c9-50a093c6b4a5

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 28, 2018 to Jul 15, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S••••••• 3• L••

Private equity fund · shared adv fund id

Venture Capitalidentity

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Venture fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: THE BOLLARD GROUP LLCCRD 155317
Fund type: Private Equity Fund
Latest reported GAV: $53.2M••• Locked
Peak reported GAV: $74.9M
Beneficial owners: 10
Minimum investment: $0
Owned by the adviser: 1600%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 18, 2024	$74.9M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
B••• O• A••••••	B••• O• A••••••	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← THE BOLLARD GROUP LLCRegistered adviserPrivate Equity Fund, IA
Mar 28, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50f87c29-a604-840e-32c9-50a093c6b4a5
First observed: Mar 28, 2018
Last observed: Jul 15, 2026 2 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.