The de Burlo Group, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 153435
- Registered since
- March 1, 2010
- Website
- www.deburlogroup.com
- Custodians
- THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government79.21%
- HNWI15.21%
- Charitable Organizations4.53%
- Individuals1.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The de Burlo Group, Inc. is a corporation that registered with the SEC in 2010. Ownership is listed as a mix of foreign entity and individual ownership. The firm serves both individual and family clients as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its fee arrangements are flexible and include a percentage-of-AUM component alongside hourly and fixed-fee options. The firm is not identified as a capital allocator, is not an active ESG investor, and does not report multi-state adviser status, pension consulting, or related-adviser affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- US Government Bonds18%
- Investment Grade Corp Bonds5%
- Other3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Julie Walsh
Chief Compliance OfficerCRD 4340409
Contacts
3 of 9
Marion Rockwood
Associate Portfolio ManagerCRD 6813996
Stephen Kern
Vice President and Portfolio ManagerCRD 4334980
John Shane
DirectorCRD 6767654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$39.7M in ETFs
35%
$13.9M
0%
$25.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR) | $25.8M | 1,227,000 | 65.04% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 50 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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