THE DE BURLO GROUP, INC.
CRD #153435 SEC #801-71288 BOSTON, MA 617-482-0275
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
6
Clients
--
Accounts
104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $0 | 6 | 0 |
| Mar 2024 | $942.6M | $942.6M | $0 | 7 | 0 |
| Apr 2023 | $830.8M | $830.8M | $0 | 8 | 0 |
| Mar 2022 | $1B | $1B | $0 | 8 | 0 |
| Jul 2021 | $934M | $934M | $0 | 8 | 0 |
| Mar 2021 | $934M | $934M | $0 | 8 | 0 |
| Nov 2020 | $799.9M | $799.9M | $0 | 8 | 0 |
| Jun 2020 | $799.9M | $799.9M | $0 | 8 | 0 |
| Mar 2020 | $799.9M | $799.9M | $0 | 8 | 0 |
| Mar 2019 | $746.3M | $746.3M | $0 | 8 | 0 |
| Mar 2018 | $737.8M | $737.8M | $0 | 8 | 0 |
| Jun 2017 | $631.5M | $631.5M | $0 | 8 | 100 |
| Mar 2017 | $631.5M | $631.5M | $0 | 8 | 100 |
| Mar 2016 | $654.5M | $654.5M | $0 | 8 | 100 |
| Jan 2016 | $687.7M | $687.7M | $0 | 8 | 100 |
| Mar 2015 | $687.7M | $687.7M | $0 | 8 | 100 |
| Mar 2014 | $619.4M | $619.4M | $0 | 8 | 100 |
| Sep 2013 | $519.8M | $519.8M | $0 | 10 | 100 |
| Mar 2013 | $519.8M | $519.8M | $0 | 10 | 100 |
| Sep 2012 | $489.2M | $489.2M | $0 | 6 | 26 |
| Mar 2012 | $489.2M | $489.2M | $0 | 6 | 26 |
| May 2011 | $460M | $460M | $0 | 10 | -- |
| Mar 2011 | $460M | $460M | $0 | 10 | -- |
| Feb 2011 | $460M | $460M | $0 | 10 | -- |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$942.6M
Discretionary$942.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$830.8M
Discretionary$830.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$934M
Discretionary$934M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$934M
Discretionary$934M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$799.9M
Discretionary$799.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$799.9M
Discretionary$799.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$799.9M
Discretionary$799.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$746.3M
Discretionary$746.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$737.8M
Discretionary$737.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2017
Total AUM$631.5M
Discretionary$631.5M
Non-Disc.$0
Employees8
Clients100
DateMar 2017
Total AUM$631.5M
Discretionary$631.5M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$654.5M
Discretionary$654.5M
Non-Disc.$0
Employees8
Clients100
DateJan 2016
Total AUM$687.7M
Discretionary$687.7M
Non-Disc.$0
Employees8
Clients100
DateMar 2015
Total AUM$687.7M
Discretionary$687.7M
Non-Disc.$0
Employees8
Clients100
DateMar 2014
Total AUM$619.4M
Discretionary$619.4M
Non-Disc.$0
Employees8
Clients100
DateSep 2013
Total AUM$519.8M
Discretionary$519.8M
Non-Disc.$0
Employees10
Clients100
DateMar 2013
Total AUM$519.8M
Discretionary$519.8M
Non-Disc.$0
Employees10
Clients100
DateSep 2012
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees6
Clients26
DateMay 2011
Total AUM$460M
Discretionary$460M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$460M
Discretionary$460M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$460M
Discretionary$460M
Non-Disc.$0
Employees10
Clients--