# The de Burlo Group, Inc.

> The de Burlo Group, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 153435
- Filed as: THE DE BURLO GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153435
- AdvisorCensus page: https://advisorcensus.com/firm/the-de-burlo-group-inc-boston-ma-153435

## Quick answers

**How is The de Burlo Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The de Burlo Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does The de Burlo Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.85% a year; Above $2,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The de Burlo Group, Inc. located?**
The de Burlo Group, Inc.'s principal office is in Boston, MA, according to its Form ADV.

**Is The de Burlo Group, Inc. registered with the SEC or a state?**
The de Burlo Group, Inc. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153435.

**How much does The de Burlo Group, Inc. manage?**
The de Burlo Group, Inc. reports $1,133,360,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have The de Burlo Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for The de Burlo Group, Inc.: Regulatory assets under management: $934,010,000 in the October 2021 data and $1,133,360,000 in the October 2026 data, up 21%. Total employees: 8 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The de Burlo Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (41); charitable organizations (17).

**Which custodians does The de Burlo Group, Inc. use?**
The de Burlo Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab, Comerica Bank and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

**Does The de Burlo Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153435

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Up to $1,000,000: 1% a year
- $1,000,000 to $2,000,000: 0.85% a year
- Above $2,000,000: 0.75% a year

> The Firm’s fees are generally based on the market value of assets under management as shown on the table below; however fees are negotiable.

> Up to $1 million in assets 1.00%

> Increments over $1 million up to $2 million 0.85%

> Increments over $2 million 0.75%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Comerica Bank
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,133,360,000
- Discretionary: $1,133,360,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $11,938,000 |
| High net worth individuals | 51 | $172,330,000 |
| Charitable organizations | 17 | $51,345,000 |
| State or municipal government entities (including government pension plans) | 4 | $897,747,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, PA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deburlogroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $934,010,000 | 8 | July 23, 2021 |
| October 2022 | $1,028,495,000 | 8 | March 24, 2022 |
| October 2023 | $830,780,000 | 8 | March 31, 2023 |
| October 2024 | $942,593,000 | 7 | March 29, 2024 |
| October 2025 | $1,030,566,000 | 6 | March 28, 2025 |
| October 2026 | $1,133,360,000 | 6 | March 30, 2026 |

Regulatory assets under management: $934,010,000 in the October 2021 data and $1,133,360,000 in the October 2026 data, up 21%.
Total employees: 8 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The de Burlo Group, Inc. (CRD 153435): Form ADV filing data as of October 2026.