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 provides discretionary portfolio management to both individuals and institutions. The firm charges clients using a mix of percentage-of-AUM, hourly and fixed-fee arrangements. It is registered with the SEC (registered in 2010). Ownership is reported as a combination of an individual and a foreign entity. The firm focuses on traditional investment management rather than ESG-driven strategies and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$10.4M in ETFs
100%
$10.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $10.4M | 128,250 | 100.00% |
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
Similar firms
Amundi US
RIABoston, MA
Telemark Asset Management, LLC
RIABoston, MA
Wilkins Investment Counsel, Inc
RIABoston, MA
Abry Partners III, LLC
RIABoston, MA
Verdad Advisers, L.P.
RIABoston, MA
SV Health Investors, LLC
RIABoston, MA