Chief Compliance Officer · The De Burlo Group, Inc.
Julie L. Walsh
CRD 4340409 · Named on Form ADV at 2 SEC-registered advisers
At a glance
The De Burlo Group, Inc., an SEC-registered asset manager based in Boston, MA with $1.1 billion in regulatory assets, lists Julie L. Walsh on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Julie at 1 other registered adviser.
Firms and roles
- The De Burlo Group, Inc.Chief Compliance OfficerAsset manager · Boston, MA · $1.1B in regulatory assets
- Rareview Capital LLCChief Compliance OfficerAsset manager · LAS Vegas, NV · $538M in regulatory assets
AtlasMembers
Julie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- Alison J. SeaveyTreasurer, The De Burlo Group, Inc.
- Robin W. DushmanDirector, The De Burlo Group, Inc.
- Michael E. ShadePresident and Portfolio Manager, The De Burlo Group, Inc.
- John A. ShaneDirector, The De Burlo Group, Inc.
- Marion C. RockwoodAssociate Portfolio Manager, The De Burlo Group, Inc.
7 more people named with Julie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.