THE DE BURLO GROUP, INC.
Adviser information for THE DE BURLO GROUP, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 105 | $942.6M |
| Non-Discretionary | 0 | $0 |
| Total | 105 | $942.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 32 | $11.2M |
| HNW Individuals | 49 | $154.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $9.3M |
| Charitable organizations | 19 | $46.5M |
| State or municipal gov entities | 4 | $720.8M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
50 FEDERAL ST. 8TH FLOORBOSTON
MA
United States
Monday - Friday, 8:00A.M.-5:00P.M.
Tel: 617-482-0275, Fax: 617-338-6077
Chief Compliance Officer
JULIE L. WALSH
50 FEDERAL STREET
BOSTON
MA
United States
Tel:
617-482-0275
Fax:
617-338-6077
J*****@***************M
(Full email address available in API data)
Regulatory Contact
MICHAEL E. SHADE
PRESIDENT AND PORTFOLIO MANAGER
50 FEDERAL STREET 8TH FLOOR
BOSTON
MA
United States
Tel:
617-482-0275
Fax:
617-338-6077
M*****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUSHMAN, ROBIN, WASSERSUG | Individual | – | DIRECTOR | 05/2012 | < 5% |
| DE BURLO, COMEGYS, RUSSELL | Individual | – | FAMILY OF C. RUSSELL DE BURLO | 02/2024 | 50-75% |
| SHADE, MICHAEL, EDGAR | Individual | – | PRESIDENT AND PORTFOLIO MANAGER | 09/2020 | 25-50% |
| Shane, John, Allmond | Individual | – | DIRECTOR | 05/2012 | < 5% |
| Seavey, Alison, Joanne | Individual | – | TREASURER | 04/2003 | 5-10% |
| Rockwood, Marion, Chase | Individual | – | ASSOCIATE PORTFOLIO MANAGER | 07/2016 | < 5% |
| KERN, STEPHEN, F. | Individual | – | VICE PRESIDENT -PORTFOLIO MANAGER | 10/2017 | < 5% |
| Joslin, Michelle, Pettee | Individual | – | ACCOUNT ADMINISTRATOR | 02/2015 | < 5% |
| WALSH, JULIE, L. | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | COM | 44M | 210K | – |
| ABBVIE INC | COM | 5M | 31K | – |
| ABBOTT LABS | COM | 1M | 13K | – |
| ADOBE INC | COM | 6M | 10K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 832K | 3K | – |
| AUTODESK INC | COM | 23M | 93K | – |
| ADVANCED MICRO DEVICES INC | COM | 16M | 98K | – |
| AMGEN INC | COM | 248K | 795 | – |
| AMERICAN TOWER CORP NEW | COM | 2M | 12K | – |
| AMAZON COM INC | COM | 48M | 250K | – |
| ARISTA NETWORKS INC | COM | 2M | 4K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 31M | 30K | – |
| ATMOS ENERGY CORP | COM | 789K | 7K | – |
| BROADCOM INC | COM | 7M | 4K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 1M | 8K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 1M | 15K | – |
| BOOKING HOLDINGS INC | COM | 5M | 1K | – |
| TOPBUILD CORP | COM | 795K | 2K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 33M | 80K | – |
| CHURCH & DWIGHT CO INC | COM | 3M | 32K | – |
| THE CIGNA GROUP | COM | 686K | 2K | – |
| COSTCO WHSL CORP NEW | COM | 28M | 33K | – |
| SALESFORCE INC | COM | 4M | 16K | – |
| DANAHER CORPORATION | COM | 6M | 24K | – |
| ECOLAB INC | COM | 494K | 2K | – |
| EATON CORP PLC | SHS | 20M | 63K | – |
| EDWARDS LIFESCIENCES CORP | COM | 2M | 19K | – |
| FISERV INC | COM | 233K | 2K | – |
| FIRST SOLAR INC | COM | 451K | 2K | – |
| GILEAD SCIENCES INC | COM | 543K | 8K | – |
| GENERAL MLS INC | COM | 2M | 27K | – |
| ALPHABET INC | CAP STK CL A | 12M | 68K | – |
| GRAINGER W W INC | COM | 6M | 6K | – |
| HOME DEPOT INC | COM | 840K | 2K | – |
| HENRY SCHEIN INC | COM | 826K | 13K | – |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 421K | 14K | – |
| ILLUMINA INC | COM | 275K | 3K | – |
| INTUIT | COM | 27M | 41K | – |
| INGERSOLL RAND INC | COM | 19M | 207K | – |
| INTUITIVE SURGICAL INC | COM NEW | 5M | 11K | – |
| ILLINOIS TOOL WKS INC | COM | 1M | 4K | – |
| ISHARES TR | RUSSELL 2000 ETF | 35M | 173K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 9K | – |
| KKR & CO INC | COM | 32M | 302K | – |
| LINDE PLC | SHS | 9M | 21K | – |
| ELI LILLY & CO | COM | 41M | 45K | – |
| LPL FINL HLDGS INC | COM | 209K | 750 | – |
| MASTERCARD INCORPORATED | CL A | 7M | 15K | – |
| MASCO CORP | COM | 1M | 21K | – |
| MASIMO CORP | COM | 1M | 10K | – |
| MCKESSON CORP | COM | 17M | 29K | – |
| META PLATFORMS INC | CL A | 8M | 15K | – |
| MICROSOFT CORP | COM | 43M | 95K | – |
| MICRON TECHNOLOGY INC | COM | 18M | 138K | – |
| NEUROCRINE BIOSCIENCES INC | COM | 704K | 5K | – |
| NEXTERA ENERGY INC | COM | 340K | 5K | – |
| NETFLIX INC | COM | 220K | 326 | – |
| NVIDIA CORPORATION | COM | 12M | 96K | – |
| NOVO-NORDISK A S | ADR | 25M | 173K | – |
| ON HLDG AG | NAMEN AKT A | 11M | 283K | – |
| OREILLY AUTOMOTIVE INC | COM | 13M | 12K | – |
| PALO ALTO NETWORKS INC | COM | 2M | 6K | – |
| PACCAR INC | COM | 2M | 18K | – |
| PROCTER AND GAMBLE CO | COM | 3M | 18K | – |
| QORVO INC | COM | 288K | 2K | – |
| REGENERON PHARMACEUTICALS | COM | 9M | 9K | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 783K | 4K | – |
| ROYAL GOLD INC | COM | 213K | 2K | – |
| SHERWIN WILLIAMS CO | COM | 649K | 2K | – |
| STERIS PLC | SHS USD | 834K | 4K | – |
| STRYKER CORPORATION | COM | 1M | 4K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 6M | 11K | – |
| TRANE TECHNOLOGIES PLC | SHS | 16M | 50K | – |
| UNITEDHEALTH GROUP INC | COM | 4M | 9K | – |
| UNION PAC CORP | COM | 580K | 3K | – |
| VISA INC | COM CL A | 30M | 115K | – |
| VERALTO CORP | COM SHS | 526K | 6K | – |
| VERTEX PHARMACEUTICALS INC | COM | 23M | 49K | – |
| ZOETIS INC | CL A | 310K | 2K | – |