BURR & COMPANY, LLC

BURR & COMPANY, LLC of OSTERVILLE, MA is an SEC-registered investment adviser (CRD 141975). Regulatory assets under management: $56.1M.

Registration

• CRD: 141975
• SEC file number: 801-67201
• Type: Registered investment adviser
• Location: 1112 MAIN STREET, OSTERVILLE, MA, 02655
• Phone: 508.428.1677
• Latest filing: 2026-03-19
• Regulatory AUM: $56.1M
• Non-discretionary AUM: $56.1M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search