The de Burlo Group
Financial Services • 
Boston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 50 Federal St, Boston, Massachusetts 02110-2538, US |
| Phone number | +16174820275 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning Institutional Clientele, Investment Planning Individuals & Trusts, Massachusetts Retirement Systems, Religious/Non-Profit Organizations, Socially Responsible Investment Advisory Team |
| Founded | 1984 |
| Employees | 1-10 |
| Socials |
Key Contact at The de Burlo Group
Steve Kern
Vice President and Portfolio Manager
The de Burlo Group Email Formats
The de Burlo Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@deburlogroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@deburlogroup.com | 100% |
About The de Burlo Group
The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in the heart of Boston’s financial district. Our mission is to provide personalized investment management to; Massachusetts Municipal Retirement Systems, Corporate Profit Sharing Plans, Educational Institutions, Religious/Non-Profit Organizations & Individual Clientele Trusts with an emphasis on long term returns. We have a strong record, managing portfolios for; Retirement Systems compliant with specific Massachusetts Statutes & Regulations, Socially Concerned Organizations & Individuals and Non-profit Entities. C. Russell de Burlo, Jr. founded the firm after serving as Treasurer of Tufts University and managing its endowment, working capital and bond collateral funds. The firm has four full time portfolio managers and five individuals providing operational and administrative support.
The de Burlo Group revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The de Burlo Group has never raised funding before.
The de Burlo Group Tech Stack
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Frequently asked questions
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