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The De Burlo Group, Inc.

The De Burlo Group, Inc. is a RIA based in Boston, MA with $688M in AUM and with 4 advisors nationwide . Comegys Russell De Burlo Jr. is the majority owner of the firm and has been in this role with the firm since 1985.

Advisors (4)

Name Start Date
Richard Buttolphgraydon Vincent May 2010
Robin Wassersug Dushman May 2010
Comegys Russell De Burlo May 2010
Michael Edgar Shade Mar 2011
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$687.7M
Total Assets
158
Accounts
$4.4M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Comegys Russell De Burlo President, Director 02/01/1985
Carl Robert Sargent Chief Compliance Officer 04/01/2011
Richard Buttolphgraydon Vincent Senior Vice President and Portfolio Manager 01/01/1996
Robin Wassersug Dushman Director 03/01/1996
Michael Edgar Shade Senior Vice President and Portfolio Manager 01/01/2013

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
50 Federal St. 8th Floor
Boston , MA 02110-2509
Phone Number: 617-482-0275

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees