# THE DE BURLO GROUP, INC.

THE DE BURLO GROUP, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 153435
- Type: SEC-registered investment adviser
- SEC file number: 801-71288
- Location: 50 FEDERAL ST. 8TH FLOOR, BOSTON, MA, 02110-2509
- Phone: 617-482-0275
- Latest filing: 2026-03-30
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 6
- Accounts: 113

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Robin Wassersug Dushman | DIRECTOR | — |
| Michael Edgar Shade | PRESIDENT AND PORTFOLIO MANAGER | — |
| John Allmond Shane | DIRECTOR | — |
| Alison Joanne Seavey | TREASURER | — |
| Marion Chase Rockwood | ASSOCIATE PORTFOLIO MANAGER | — |
| Stephen F Kern | VICE PRESIDENT -PORTFOLIO MANAGER | — |
| Michelle Pettee Joslin | ACCOUNT ADMINISTRATOR | — |
| Julie L Walsh | CHIEF COMPLIANCE OFFICER | — |
| KERN STEPHEN F | VICE PRESIDENT -PORTFOLIO MANAGER | — |
| SARGENT PRESTON ROBERT | CHIEF COMPLIANCE OFFICER | — |
| VINCENT RICHARD BUTTOLPHGRAYDON | SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER; VICE PRESIDENT | — |
| DUSHMAN ROBIN WASSERSUG | CHIEF COMPLIANCE OFFICER, SR.V.P, DIRECTOR.; DIRECTOR; SR.V.P. (+1 more) | — |
| DE BURLO COMEGYS RUSSELL | CHAIRMAN OF THE BOARD; FAMILY OF C. RUSSELL DE BURLO; PRESIDENT, DIRECTOR | — |
| SHADE MICHAEL EDGAR | PRESIDENT AND PORTFOLIO MANAGER; SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| Shane John Allmond | DIRECTOR | — |
| Seavey Alison Joanne | TREASURER | — |
| Rockwood Marion Chase | ASSOCIATE PORTFOLIO MANAGER | — |
| Joslin Michelle Pettee | ACCOUNT ADMINISTRATOR | — |
| WALSH JULIE L | CHIEF COMPLIANCE OFFICER | — |
| Stephen F. Kern | VICE PRESIDENT -PORTFOLIO MANAGER | — |
| Julie L. Walsh | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153435/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153435/similar
- Related entities: https://search.stillhousedata.com/firm/153435/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153435

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.