The De Burlo Group, Inc. (Boston)

Name: The De Burlo Group, Inc.
Address: 50 Federal St. 8 Th Floor, Boston, MA, 02110 2509
Telephone: 617-482-0275

The De Burlo Group, Inc. is a large advisory firm based in Boston. It manages $746.32 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Massachusetts, New Hampshire, Pennsylvania, and Vermont.

The De Burlo Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The De Burlo Group: assets under management

The assets under management (AUM) of The De Burlo Group, Inc. is $746.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $746.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.34 million each.

The De Burlo Group has custody of $83.65 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is government bonds, which make up 23% of the firm’s portfolio. Investments in investment grade corporate bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The De Burlo Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robin Wassersug Dushman serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Robin Wassersug Dushman is state or municipal government entities with 4 clients and $567.36 million of assets under management. Among the 10 most similar advisory firms, The De Burlo Group has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $746.32 million for 83 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The De Burlo Group doesn't advise any private funds.

Careers at The De Burlo Group, Inc.

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robin Wassersug Dushman has been acting as President since 1 Mar 1996. Stephen F. Kern joined the executive team most recently as the Vice President Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Comegys Russell De Burlo	President, director	1 Feb 1985	75% - 100%	4571650
Richard Buttolphgraydon Vincent	Senior vice president and portfolio manager	1 Jan 1996	Other	1823326
Robin Wassersug Dushman	Director	1 Mar 1996	Other	4569243
Alison Joanne Seavey	Treasurer	1 Apr 2003	Other	6770324
Carl Robert Sargent	Chief compliance officer	1 Apr 2011	Other	2125790
Robin Wassersug Dushman	Director	1 May 2012	Other	4569243
John Allmond Shane	Director	1 May 2012	Other	6767654
Michael Edgar Shade	Senior vice president and portfolio manager	1 Jan 2013	Other	2305087
Marion Chase Rockwood	Associate portfolio manager	1 Jul 2016	Other	6813996
Stephen F. Kern	Vice president -portfolio manager	1 Oct 2017	Other	4334980

Based in Boston

The principal office where The De Burlo Group, Inc. performs its advisory services is located at 50 Federal St. 8 Th Floor, Boston, MA 02110 2509, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-0275 or by fax 617-338-6077. The normal business hours are 8:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at deburlogroup.com.