The Bollard Group is a multi-family office in Boston, Massachusetts, established in 1995. It offers investment advisory services, bookkeeping and other accounting services, financial and estate planning, and further wealth management services. Its clients are mainly high-net-worth individuals, trusts, charitable foundations, and family-centered companies. Where suitable for a client, the firm provides access to alternative investments via its related company, Spinnaker Capital. The Bollard Group looks to invest in the retailing, real estate, information technology, wholesale distribution, transportation, waste & sewage management, manufacturing, franchising and energy sectors.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
| Guggenheim Partners | Multi family office | New York | Industrial · Retail · Joint venture | $325B | 15 |
| Massachusetts Mutual Life Insurance Company | Insurance Company | Springfield | Multifamily · Industrial · Co-investment | $285B | 16 |
| Blue Owl | Asset Manager | New York | Multifamily · Industrial · Core · Joint venture | $180B | 13 |
| StepStone Group | Fund of Funds | New York | Multifamily · Industrial · Value-add · Co-investment | $175B | 7 |
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