The de Burlo Group, Inc.
● SEC registered since 2010CRD 153435SEC# 801-71288Boston, MA
Reg. AUM
$1.13B
Employees
6
Accounts
113
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 $1.1 billion in regulatory assets under management and employs 6 people.
The de Burlo Group, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Joanne Seavey Control | Treasurer | 5-10% | 2003 |
| John Allmond Shane Control | Director | Under 5% | 2012 |
| Julie L. Walsh Control | Chief Compliance Officer | Under 5% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The de Burlo Group, Inc. manage?
The de Burlo Group, Inc. reports $1.1 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
| Address | 50 Federal St. 8th Floor, Boston, MA 02110-2509 |
| Phone | 617-482-0275 |
| Fax | 617-338-6077 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1134288 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $1.13B