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 corporate registered investment adviser that entered SEC registration in 2010. Its client mix covers individuals and families as well as institutional and business accounts, and the firm provides portfolio management both for individual/small-business clients and for businesses or institutions. Ownership is listed as a mix of a foreign entity and an individual. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. It does not identify as an active ESG investor and is not flagged as a multi-state adviser.
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 9Marion 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
$12.1M in ETFs
100%
$12.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $8.8M | 125,950 | 72.65% |
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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