The de Burlo Group Inc

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Assets, Funds, Holdings

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The de Burlo Group Inc
CRD #153435
SEC #801-71288
CIK #0001134288
AUM $942.6 MM (2024-03-29)
Employees 7 (57% Investors, 0% Brokers)
Phone617-482-0275
Address50 Federal St 8th Floor
Boston, MA 02110-2509
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
110088066044022002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AMZN 1,092,997.8 48.2
AAPL 2,382,844.0 44.3
MSFT 1,918,222.4 42.7
LLY 301,789.7 40.8
KKR 28,777.0 31.7
ASML 197,439.9 30.9
V 419,260.5 30.2
COST 207,576.9 28.0
INTU 108,963.5 27.3
NVO 245,328.6 24.6
View All
Holdings by Sector ($MM)
80064048032016002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 32 11.2
(b) Individuals (high net worth individuals) 49 154.8
(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 1 9.3
(h) Charitable organizations 19 46.5
(i) State or municipal government entities 4 720.8
(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 105 942.6
By Discretionary
Discretionary 105 942.6
Non-Discretionary 0 0.0
Total 105 942.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 942.6
Total 105 942.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001134288]
Comparable Firms State AUM ($BB)
The Mosaic Financial Group LLC
IL 0.9
Arlington Financial Advisors LLC
CA 0.9
Absher Wealth Management LLC
NC 0.9
Covenant Partners LLC
TN 0.9
Levy Wealth Management Group LLC
PA 0.9
Islandbridge Capital Limited
0.9
Ironvine Capital Partners LLC
NE 0.9
Trutina Financial LLC
WA 0.9
Clear Brook Advisors Inc
MA 0.9
Arkos Global Advisors LLC
TX 0.9
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