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The de Burlo Group, Inc.

● SEC registered since 2010CRD 153435SEC# 801-71288Boston, MA
Export (members)
Reg. AUM
$1.03B
Employees
6
Accounts
104
Location
Boston, MA

The de Burlo Group, Inc. assets under management

The de Burlo Group, Inc. is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2010. It reports $1 billion in regulatory assets under management and employs 6 people.
www.deburlogroup.comView on SEC.gov ↗

The de Burlo Group, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Alison Joanne Seavey ControlTreasurer5-10%2003
John Allmond Shane ControlDirectorUnder 5%2012
Julie L. Walsh ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does The de Burlo Group, Inc. manage?

The de Burlo Group, Inc. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does The de Burlo Group, Inc. have?

The de Burlo Group, Inc. reports 6 employees.

Where is The de Burlo Group, Inc. located?

The de Burlo Group, Inc. is based in Boston, MA and has been SEC-registered since 2010.

Does The de Burlo Group, Inc. disclose fund performance?

The de Burlo Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Federal St. 8th Floor, Boston, MA 02110-2509
Phone617-482-0275
Fax617-338-6077
Office hours8:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1134288
Discloses disciplinary historyNo

Assets under management

Discretionary$1.03B
Non-discretionary$0
Total (RAUM)$1.03B