Burgess Investment Group

Burgess Investment Group

Burgess Investment Group, LLC, is registered in Massachusetts and operates as a family office with principals John A. Burgess (President) and David R. Burgess (Vice President). Its founding year and wealth origin are not part of the public record. The firm has no known marketing presence—no public website, no LinkedIn profile, and no widely circulated mandate materials—which is consistent with a single-family office that does not court external capital. The firm's investment strategy is inferred from regulatory filings and public records: it appears to hold real estate, infrastructure, and energy assets directly, with some private-equity positions. No specific portfolio companies, deal sizes, or co-investors are identifiable from available sources. Geographic footprint, based on registered address, is centered in the Northeastern United States, though some filings reference activity in other states. Asset-class mix likely includes direct property ownership, plus select equity stakes in operating businesses, but no formal fund structures have been disclosed. Team size is unknown beyond the two named principals. No additional offices, philanthropic foundations, operating businesses, or club memberships are documented in the public domain. The most recent operational marker is a 2021 filing with the Massachusetts Secretary of the Commonwealth confirming the firm's active registration as a business entity—no newer public activity has been surfaced. The firm's structural differentiator is its near-total opacity: it operates as a classic, capital-private family office with no institutional marketing, no external LP base, and no publicly stated investment thesis. This posture suggests a single-family structure designed to manage existing wealth rather than to scale AUM. Succession governance, if any, is not disclosed.