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Burl Capital, LLC (Boston)


Burl Capital, LLC is a large advisory firm based in Boston. It manages $103.07 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

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Burl Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Burl Capital: assets under management

The assets under management (AUM) of Burl Capital, LLC is $103.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 740% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $103.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51.53 million each.
Burl Capital has custody of $103.07 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burl Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kevin Michael Mcclintock Trustee 1 Oct 2006 Other 1884534
Elizabeth Russell Mcclintock Trustee 1 Oct 2006 Other 5300396
John Higley Tall Trustee 1 Oct 2006 Other 5300398
Maria Dulce Furman Trustee 1 Oct 2006 Other 2079845
Joseph Evans Disinterested trustee 1 Mar 2011 Other 5898100

Based in Boston

The principal office where Burl Capital, LLC performs its advisory services is located at One International Place 7 Th Floor, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-9363358. The normal business hours are 9.30 am- 4.30pm on Monday - Friday. You can find more information about the New York firm at burlcapital.com.


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