Insights

Niche Market Focus The de Burlo Group specializes in providing personalized investment management to niche clients such as Massachusetts Municipal Retirement Systems, non-profit organizations, and social organizations, indicating potential opportunities to expand services within government and non-profit sectors that require tailored financial solutions.

Strong Local Presence Located in Boston’s financial district and led by experienced founder C. Russell de Burlo Jr., the firm’s deep regional roots and reputation could be leveraged to attract local institutional clients seeking dedicated and trustworthy financial advisory services.

Technology Usage Utilizing a modern tech stack including open-source tools like OpenResty and Nginx, the firm demonstrates operational efficiency, which can be a selling point to clients valuing technological competence and secure digital management.

Growth Potential With annual revenue estimations between 10 million and 25 million USD and a lean team structure, there is significant room to scale client portfolios or introduce new investment products to existing clients, presenting opportunities for strategic partnership or asset growth.

Financial Service Differentiation The firm’s emphasis on long-term returns and compliance with specific state regulations positions it uniquely in the market, appealing to prospects prioritizing stability, regulatory adherence, and socially responsible investing.

The de Burlo Group, Inc. Tech Stack

The de Burlo Group, Inc. uses 8 technology products and services including Open Graph, Squarespace Commerce, Google Fonts API, and more. Explore The de Burlo Group, Inc.'s tech stack below.

Open Graph

Content Management System

Squarespace Commerce

E-commerce

Google Fonts API

Font Scripts

Choices

Javascript Libraries

jQuery

Javascript Libraries

OpenResty

Web Servers

Nginx

Web Servers

AddThis

Widgets

The de Burlo Group, Inc. Email Formats	Example	Percentage
FLast@deburlogroup.com	JDoe@deburlogroup.com	60%
First.Last@deburlogroup.com	John.Doe@deburlogroup.com	40%

The de Burlo Group, Inc. Email Formats

Example

Percentage

FLast@deburlogroup.com

JDoe@deburlogroup.com

60%

First.Last@deburlogroup.com

John.Doe@deburlogroup.com

40%

Frequently Asked Questions

Where is The de Burlo Group, Inc.'s headquarters located?

The de Burlo Group, Inc.'s main headquarters is located at 50 Federal Street Boston, Massachusetts 02110 United States. The company has employees across 2 continents, including North AmericaAsia.

What is The de Burlo Group, Inc.'s phone number?

You can contact The de Burlo Group, Inc.'s main corporate office by phone at

+1-617-482-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The de Burlo Group, Inc.'s official website and social media links?

The de Burlo Group, Inc.'s official website is deburlogroup.com and has social profiles on LinkedIn.

What is The de Burlo Group, Inc.'s NAICS code?

The de Burlo Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does The de Burlo Group, Inc. have currently?

As of April 2026, The de Burlo Group, Inc. has approximately 9 employees across 2 continents, including North AmericaAsia. Key team members include Vice President And Portfolio Manager: S. K.President And CEO: C. A. K. B.Vice-President: R. V.. Explore The de Burlo Group, Inc.'s employee directory with LeadIQ.

What industry does The de Burlo Group, Inc. belong to?

The de Burlo Group, Inc. operates in the Financial Services industry.

What technology does The de Burlo Group, Inc. use?

The de Burlo Group, Inc.'s tech stack includes Open GraphSquarespace CommerceGoogle Fonts APIChoicesjQueryOpenRestyNginxAddThis.

What is The de Burlo Group, Inc.'s email format?

The de Burlo Group, Inc.'s email format typically follows the pattern of FLast@deburlogroup.com. Find more The de Burlo Group, Inc. email formats with LeadIQ.

When was The de Burlo Group, Inc. founded?

The de Burlo Group, Inc. was founded in 1984.

The de Burlo Group, Inc.

Q: How many employees does The de Burlo Group, Inc. have currently?

The de Burlo Group, Inc. has approximately 9 employees.

Q: What technology does The de Burlo Group, Inc. use?

The de Burlo Group, Inc.'s tech stack includes OpenResty, Nginx, AddThis, HSTS, Choices.

Q: What is The de Burlo Group, Inc.'s NAICS code?

The de Burlo Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMassachusetts, United States2-10 Employees

The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in the heart of Boston’s financial district.  Our mission is to provide personalized investment management to; Massachusetts Municipal Retirement Systems, Corporate Profit Sharing Plans, Educational Institutions, Religious/Non-Profit Organizations & Individual Clientele Trusts with an emphasis on long term returns.  

We have a strong record, managing portfolios for; Retirement Systems compliant with specific Massachusetts Statutes & Regulations, Socially Concerned Organizations & Individuals and Non-profit Entities.

C. Russell de Burlo, Jr. founded the firm after serving as Treasurer of Tufts University and managing its endowment, working capital and bond collateral funds. The firm has four full time portfolio managers and five individuals providing operational and administrative support.

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