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THE DE BURLO GROUP, INC.
CRD 153435File 801-71288
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
113
113 accounts
Employees
6
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 1, 2010
- Principal office
- 50 FEDERAL ST. 8TH FLOOR, BOSTON, MA, 02110-2509
- Phone
- 617-482-0275
- Website
- HTTPS://WWW.DEBURLOGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 113
- Non-discretionary accounts
- 0
- Total accounts
- 113
- AUM per client
- $10.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 17 | $51.3M |
| High net worth individuals | 51 | $172.3M |
| State or municipal government entities | 4 | $897.7M |
| Individuals (other than high net worth individuals) | 41 | $11.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 104 | 113 | increased by9 |
| Apr 1, 2026 | AUM | $1,030,566,000 | $1,133,360,000 | increased by$102,794,000 |
| Apr 1, 2026 | Accounts | 104 | 113 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 106 | 104 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,028,495,000 | $1,030,566,000 | increased by$2,071,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 106 | 104 | decreased by2 |
| Apr 1, 2022 | Clients | 94 | 106 | increased by12 |
| Apr 1, 2022 | AUM | $934,010,000 | $1,028,495,000 | increased by$94,485,000 |
| Apr 1, 2022 | Accounts | 193 | 106 | decreased by87 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DE BURLO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DE BURLO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.