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| The de Burlo Group Inc
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|
|---|---|
| CRD # | 153435 |
| SEC # | 801-71288 |
| CIK # | 0001134288 |
| AUM | $1.1 B (2026-03-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 617-482-0275 |
| Address | 50 Federal St 8th Floor Boston, MA 02110-2509 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.0 | ||
| Alphabet Inc | 27.4 | ||
| Lilly Eli & Co | 24.4 | ||
| Advanced Micro Devices Inc | 22.4 | ||
| McKesson Corp | 20.4 | ||
| Microsoft Corp | 19.4 | ||
| Brookfield Asset Management Inc | 18.0 | ||
| Amazon Com Inc | 15.7 | ||
| Autodesk Inc | 15.1 | ||
| Intuit Inc | 13.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 11.9 |
| (b) Individuals (high net worth individuals) | 51 | 172.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 51.3 |
| (i) State or municipal government entities | 4 | 897.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 1,133.4 |
| By Discretionary | ||
| Discretionary | 113 | 1,133.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 1,133.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,133.4 | |
| Total | 113 | 1,133.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001134288] |
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|---|---|---|
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