← Back to searchVisit website
THE DE BURLO GROUP, INC.
CRD 153435 · SEC 801-71288
50 FEDERAL ST. 8TH FLOOR, BOSTON, MA, 02110-2509, United States
Phone
617-482-0275
Fax
617-338-6077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$1.13B
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $11.9M |
| High net worth individuals | 51 | $172.3M |
| Charitable organizations | 17 | $51.3M |
| State/municipal entities | 4 | $897.7M |
States served
VT, MA, PA, NH
All web addresses on file
Official SEC filing: View on IAPD