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Burgess Investment Group
Burgess Investment Group, LLC is an SEC-registered investment adviser in Greenville, SC, registered since 2026. The firm manages $147 million in assets, $146...
Burgess Investment Group
Burgess Investment Group, LLC is an SEC-registered investment adviser in Greenville, SC, registered since 2026. The firm manages $147 million in assets, $146 million on a discretionary basis. It has 19 employees and 7 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Greenville
Corporate office
Boston, MA, United States
Principals
John A. Burgess
President
David R. Burgess
Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at Burgess Investment Group?
Investment decisions at Burgess Investment Group are made by President John A. Burgess and Vice President David R. Burgess, as indicated by state business filings (per the Massachusetts Secretary of the Commonwealth). No other investment professionals or advisors are publicly named.
Is Burgess Investment Group structured as a single family office or a multi family office?
Based on available public records, Burgess Investment Group appears to be a single family office, with the Burgess surname shared by the two named principals. It does not market to external clients or publicly solicit capital, which is typical of a single-family structure.
What investment sectors does Burgess Investment Group typically target?
While the firm does not publish a formal investment mandate, public records and occasional regulatory filings suggest holdings in real estate, infrastructure, and energy assets. No technology, healthcare, or financial services positions have been observed in the public domain.
Does Burgess Investment Group participate in fund commitments or only direct deals?
There is no public evidence that Burgess Investment Group makes fund commitments to external managers. Its known activity consists of direct holdings in real estate and operating businesses, consistent with a principal-investment model.
How does Burgess Investment Group source proprietary deal flow?
The firm's sourcing methods are not publicly documented. Given its low profile and lack of marketing, it likely relies on personal and professional networks of the Burgess family, direct approaches, and local relationships in the Boston area.
What is known about the wealth origin of the Burgess family?
No public disclosure identifies the origin of the wealth managed by Burgess Investment Group. The Burgess name is not associated with a known fortune from a specific industry or company in the public domain.
Does Burgess Investment Group maintain any philanthropic structures?
There are no publicly identified charitable foundations or philanthropic vehicles associated with Burgess Investment Group or its principals. If such structures exist, they have not been reported in accessible sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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