De Burlo is an investment advisor in Boston with $1.03 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
SEC advisor number
801-71288
FINRA CRD number
153435
AUM ?
$1.03 bn
(as of 24 Mar 22)
Accounts
106
(as of 24 Mar 22)
Employees
8
(4 investment advisory or research)
Address
De Burlo
50 FEDERAL STREET
BOSTON
MA 02110
50 FEDERAL STREET
BOSTON
MA 02110
Office hours
Monday - Friday, 8:00A.M.-5:00P.M.
Phone
617-482-0275
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dushman, Robin, Wassersug | Director | 05/2012 | < 5% |
De Burlo, Comegys, Russell | Chairman of the Board | 09/2020 | 50-75% |
Shade, Michael, Edgar | President and Portfolio Manager | 09/2020 | 25-50% |
Shane, John, Allmond | Director | 05/2012 | < 5% |
Seavey, Alison, Joanne | Treasurer | 04/2003 | 5-10% |
Rockwood, Marion, Chase | Associate Portfolio Manager | 07/2016 | < 5% |
Kern, Stephen, F. | Vice President -Portfolio Manager | 10/2017 | < 5% |
Joslin, Michelle, Pettee | Account Administrator | 02/2015 | < 5% |
Walsh, Julie, L. | Chief Compliance Officer | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21