THE DE BURLO GROUP, INC.

CRD #153435 SEC #801-71288 BOSTON, MA 617-482-0275

SEC Registered

Total AUM

$1B

Discretionary

$1B

Employees

Clients

Accounts

104

Firm Details

Organization Type: Corporation
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0
LEI: 254900Z9WY9B7R63G98

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DUSHMAN, ROBIN, WASSERSUG	I	SR.V.P., CHIEF COMPLIANCE OFFICER	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	SR.V.P., CHIEF COMPLIANCE OFFICER	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	SR.V.P., CHIEF COMPLIANCE OFFICER	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
Joslin, Michelle, Pettee	I	ACCOUNT ADMINISTRATOR	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
KERN, STEPHEN, F.	I	VICE PRESIDENT -PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
Rockwood, Marion, Chase	I	ASSOCIATE PORTFOLIO MANAGER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SARGENT, CARL, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
Seavey, Alison, Joanne	I	TREASURER	NA	Control
Seavey, Alison, Joanne	I	TREASURER	NA	Control
Seavey, Alison, Joanne	I	TREASURER	NA	Control
Seavey, Alison, Joanne	I	TREASURER	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
Shane, John, Allmond	I	DIRECTOR	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	VICE PRESIDENT	NA
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	VICE PRESIDENT	NA
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	VICE PRESIDENT	NA
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	VICE PRESIDENT	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	VICE PRESIDENT	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	NA	Control
WALSH, JULIE, L.	I	CHIEF COMPLIANCE OFFICER	NA	Control
WALSH, JULIE, L.	I	CHIEF COMPLIANCE OFFICER	NA	Control
WALSH, JULIE, L.	I	CHIEF COMPLIANCE OFFICER	NA	Control
WALSH, JULIE, L.	I	CHIEF COMPLIANCE OFFICER	NA	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	E	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	D	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	D	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	D	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	D	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	D	Control
DE BURLO, COMEGYS, RUSSELL	I	CHAIRMAN OF THE BOARD	D	Control
DE BURLO, COMEGYS, RUSSELL	I	CHAIRMAN OF THE BOARD	D	Control
DE BURLO, COMEGYS, RUSSELL	I	PRESIDENT, DIRECTOR	D	Control
DE BURLO, COMEGYS, RUSSELL	I	CHAIRMAN OF THE BOARD	D	Control
DE BURLO, COMEGYS, RUSSELL	I	CHAIRMAN OF THE BOARD	D	Control
DE BURLO, COMEGYS, RUSSELL	I	CHAIRMAN OF THE BOARD	D	Control
DE BURLO, COMEGYS, RUSSELL	I	CHAIRMAN OF THE BOARD	D	Control
DE BURLO, COMEGYS, RUSSELL	I	FAMILY OF C. RUSSELL DE BURLO	D	Control
RUSSELL C DE BURLO FAMILY TRUST	FE	RUSSELL C. DE BURLO FAMILY TRUST	D	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	PRESIDENT AND PORTFOLIO MANAGER	C	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	B	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	B	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	B	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	B	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	B	Control
SHADE, MICHAEL, EDGAR	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	B	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	SR.V.P.	A	Control
DUSHMAN, ROBIN, WASSERSUG	I	SR.V.P.	A	Control
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
DUSHMAN, ROBIN, WASSERSUG	I	DIRECTOR	A
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
Seavey, Alison, Joanne	I	TREASURER	A	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	A	Control
VINCENT, RICHARD, BUTTOLPHGRAYDON	I	SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER	A	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (4)

MA NH PA VT

Address

50 FEDERAL ST. 8TH FLOOR
BOSTON, MA 02110-2509
United States

Phone: 617-482-0275