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.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.