The DE Burlo Group Inc

The De Burlo Group Inc, also known as The De Burlo Group, Inc., is a Massachusetts-based firm with 8 employees, 4 of which are in advisory positions. Although the number of clients served by the firm is unknown, it has been approved and registered by the U.S. Securities and Exchange Commission since March 1, 2010.

• ALISON JOANNE SEAVEY

  TREASURER owns more than 5% but less than 10%

• CARL ROBERT SARGENT

  CHIEF COMPLIANCE OFFICER owns less than 5%

• COMEGYS RUSSELL DE BURLO

  PRESIDENT, DIRECTOR owns more than 50% but less than 75%

• JOHN ALLMOND SHANE

  DIRECTOR owns less than 5%

• MARION CHASE ROCKWOOD

  ASSOCIATE PORTFOLIO MANAGER owns less than 5%

• MICHAEL EDGAR SHADE

  SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER owns more than 10% but less than 25%

• ROBIN WASSERSUG DUSHMAN

  DIRECTOR owns less than 5%

• STEPHEN F. KERN

  VICE PRESIDENT -PORTFOLIO MANAGER owns less than 5%

• Merlin Capital LLC
• Altimeter Capital Management LP
• Venus Capital Management Inc
• Numeric Investors LLC
• New Frontier Advisors LLC
• Silversmith Management LP
• Shellback Capital LP
• Freed Investment Group LLC
• Timber Creek Capital Management LLC
• Battery Global Advisors LLC

• "Tracking De Burlo Group's Q3 to Q4 2022 Investment Portfolio Changes"