SourcingSourcing

THE DE BURLO GROUP, INC.

B52
CRD 153435·SEC 801-71288·BOSTON, MA
AUM
$1.13B
$1B+
Est. Revenue
$11.3M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE DE BURLO GROUP, INC.
CRD
153435
SEC file #
801-71288
EIN
000000000
DBA names
—

Economics

AUM
$1.13B
AUM band
$1B+
AUM trajectory
'20'26
$746.3M → $1.13B▲ +52%
Client mix
Individuals High Net Worth51
Individuals Other41
Charitable Organizations17
State Or Municipal Govt4

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
deburlogroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUSSELL C DE BURLO FAMILY TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
FE
Owner Count
9
Control Persons
RUSSELL C DE BURLO FAMILY TRUST
SHADE, MICHAEL, EDGAR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DEBURLOGROUP.COM
Rdap Domain Creation Date
2000-09-19T19:33:06Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001134288
Edgar Registered
Yes
Edgar Filing Count
113
Edgar First Filing Date
2001-08-10
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
111
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001062993-26-002621

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab4
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
50 FEDERAL STREETBOSTON, MA 02110
Business
50 FEDERAL STREETBOSTON, MA 02110
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001062993-26-002621
13F-HR2026-02-13 · 0001062993-26-000906
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-19T19:33:06Z
Rdap Domain Last Changed
2025-07-21T06:28:12Z
Rdap Nameservers
Ns95.worldnic.comNs96.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (10)

10
SHADE, MICHAEL, EDGAR
IAR · Direct Owner · 37.5%
2305087
Seavey, Alison, Joanne
Direct Owner · 7.5%
6770324
DUSHMAN, ROBIN, WASSERSUG
IAR · Executive Officer · 2.5%
4569243
Joslin, Michelle, Pettee
Executive Officer · 2.5%
7229024
KERN, STEPHEN, F.
Executive Officer · 2.5%
4334980
Rockwood, Marion, Chase
Executive Officer · 2.5%
6813996
Shane, John, Allmond
Executive Officer · 2.5%
6767654
WALSH, JULIE, L.
Executive Officer · 2.5%
4340409
COMEGYS RUSSELL DE BURLO
IAR
4571650
RICHARD BUTTOLPHGRAYDON VINCENT
IAR
1823326