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

$672,551gross asset value on Schedule D 7.B(1), as of 2021-07-12; never fund size

Peak reported GAV

$29.6M

Beneficial owners

10

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

Jul 12, 2021fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

23

Fund id

805-3755919325

Graph

RIA / Wealth Management

Canonical id

dfx:ria:781e210a-ca77-7831-30a3-c76376ba2df5

First observed

Mar 30, 2012

Last observed

Jul 12, 2021 63 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.