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| The de Burlo Group Inc
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| CRD # | 153435 |
| SEC # | 801-71288 |
| CIK # | 0001134288 |
| AUM | 1,133.4 M (2026-03-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-482-0275 |
| Address | 50 Federal St 8th Floor Boston, MA 02110-2509 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001134288 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Costco Wholesale Corp /NEW | 12.3 | ||
| Goldman Sachs Group Inc | 12.2 | ||
| Nvidia Corp | 11.8 | ||
| Visa Inc | 9.8 | ||
| Broadcom Inc | 9.7 | ||
| EQT Corp | 9.3 | ||
| Facebook Inc | 9.0 | ||
| Weyerhaeuser Co | 8.8 | ||
| Stanley Black & Decker Inc | 8.7 | ||
| Ingersoll-Rand PLC | 8.0 | ||
| O Reilly Automotive Inc | 7.8 | ||
| Mastercard Inc | 6.8 | ||
| MercadoLibre Inc | 6.1 | ||
| AbbVie Inc | 5.7 | ||
| Synopsys Inc | 5.3 | ||
| Thermo Fisher Scientific Inc | 4.9 | ||
| Solaris Oilfield Infrastructure Inc | 4.7 | ||
| Tesla Motors Inc | 4.7 | ||
| Constellation Energy Corp | 4.2 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| LEI | 254900Z9WY9B7R63G98 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Waterfront Wealth Inc
✚
|
KS | 1,138.0 M |
|
Foundation Resource Management Inc
✚
|
AR | 1,137.8 M |
|
Guardian Wealth Strategies LLC
✚
|
MN | 1,137.6 M |
|
Scott Capital Advisors LLC
✚
|
OR | 1,131.6 M |
|
Kelly Financial Group LLC
✚
|
MD | 1,131.1 M |
|
Meramec Financial Planners LLC
✚
|
MO | 1,126.9 M |
|
Aviance Capital Partners LLC
✚
|
FL | 1,125.6 M |
|
LVZ Inc
✚
|
MI | 1,125.2 M |
|
Insight Wealth Partners LLC
✚
|
TX | 1,124.2 M |
|
Addison Capital LLC
✚
|
PA | 1,124.0 M |