# Burlingame Investment Group LLC

> Burlingame Investment Group LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 156279
- Filed as: BURLINGAME INVESTMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156279
- AdvisorCensus page: https://advisorcensus.com/firm/burlingame-investment-group-llc-156279

## Quick answers

**How is Burlingame Investment Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Burlingame Investment Group LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Burlingame Investment Group LLC registered with the SEC or a state?**
Burlingame Investment Group LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156279.

**How much does Burlingame Investment Group LLC manage?**
Burlingame Investment Group LLC reports $5,534,631 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Burlingame Investment Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Burlingame Investment Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156279

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $5,534,631
- Discretionary: $5,534,631
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,244,775 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,289,856 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [burlingameinvest.com](https://burlingameinvest.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burlingame Investment Group LLC (CRD 156279): Form ADV filing data as of October 2026.