Insights

Niche Institutional Target Massachusetts municipal retirement systems and nonprofit institutions seeking long-term investment management, highlighting the firm’s specialization in compliant, rule-driven portfolios that align with public sector and nonprofit governance.

Boutique scale Leverage the small firm profile with lean decision-making and personalized service to position as a high-touch alternative to larger wealth managers for select institutional clients and high-conviction nonprofit endowments.

Strong leadership Position C. Russell de Burlo, Jr. and the experienced investment team as credibility anchors, emphasizing university treasury background and endowment management to win mandates requiring sophisticated asset stewardship.

Operate digitally Capitalize on a modern, web-enabled presence (Squarespace, Open Graph, SEO-friendly site) to attract prospects researching advisory firms online and to streamline onboarding for small to mid-size institutional clients.

Revenue growth path Explore cross-sell opportunities with nonprofit networks and educational institutions in New England, offering scalable fee structures and stewardship of retirement systems, with a plan to articulate measurable long-term return and risk controls.

The de Burlo Group, Inc. Tech Stack

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

Open Graph

Content Management System

Squarespace

Content Management System

Squarespace Commerce

E-commerce

jQuery

Javascript Libraries

HSTS

Security

Nginx

Web Servers

OpenResty

Web Servers

Sitelinks Search Box

Web Tools And Plugins

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

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.

How much revenue does The de Burlo Group, Inc. generate?

As of August 2026, The de Burlo Group, Inc.'s annual revenue is estimated to be $10M - $25M.

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 August 2026, The de Burlo Group, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Manager: L. P. and Principal: R. B. 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 Graph, Squarespace, Squarespace Commerce, jQuery, HSTS, Nginx, OpenResty and Sitelinks Search Box.

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 X-Content-Type-Options, Priority Hints, Sitelinks Search Box, Google Fonts API, Lua.

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 based in Boston's financial district. It provides personalized investment management for a mix of institutional and individual clients, with an emphasis on long-term returns. Its client base includes Massachusetts Municipal Retirement Systems, corporate profit-sharing plans, educational institutions, religious and non-profit organizations, and individual trusts.

The firm was founded by C. Russell de Burlo, Jr., who previously served as Treasurer of Tufts University and oversaw its endowment, working capital, and bond collateral funds. It has a history of managing portfolios for retirement systems, socially concerned organizations, and non-profit entities in accordance with Massachusetts statutes and regulations. Located in Boston, the firm operates with a small team of portfolio managers and support staff to deliver its services.

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