|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The de Burlo Group Inc
✚
|
|
|---|---|
| CRD # | 153435 |
| SEC # | 801-71288 |
| CIK # | 0001134288 |
| AUM | $1.0 B (2025-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 617-482-0275 |
| Address | 50 Federal St 8th Floor Boston, MA 02110-2509 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 42.7 | ||
| Facebook Inc | 38.6 | ||
| Netflix Inc | 38.0 | ||
| Amazon Com Inc | 36.6 | ||
| Broadcom Inc | 32.8 | ||
| Nvidia Corp | 32.6 | ||
| ASML Holding NV | 31.8 | ||
| O Reilly Automotive Inc | 29.6 | ||
| Apple Inc | 28.4 | ||
| Autodesk Inc | 24.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 12.0 |
| (b) Individuals (high net worth individuals) | 45 | 153.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 47.2 |
| (i) State or municipal government entities | 4 | 817.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 104 | 1,030.6 |
| By Discretionary | ||
| Discretionary | 104 | 1,030.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 104 | 1,030.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,030.6 | |
| Total | 104 | 1,030.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001134288] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1834 Investment Advisors Co
✚
|
WI | 1.0 |
|
Inspire Advisors LLC
✚
|
ID | 1.0 |
|
Triasima Portfolio Management Inc
✚
|
1.0 | |
|
Topsail Wealth Management LLC
✚
|
NC | 1.0 |
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 1.0 |
|
Greystone Financial Group LLC
✚
|
MI | 1.0 |
|
Cohalo Advisory LLC
✚
|
WA | 1.0 |
|
Towneley Capital Management Inc
✚
|
CA | 1.0 |
|
Catalyst Financial Partners LLC
✚
|
MA | 1.0 |
|
O'Hagan Group Inc
✚
|
PA | 1.0 |