# Burgess Investment Group

Burgess Investment Group is a RIA based in Greenville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 318698
- **SEC file number:** 801-135075
- **Registration status:** Registered
- **Reports private funds:** No

## About

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 25 employees and 7 investment advisers.

## Sectors

- Real Estate
- Private Equity
- Infrastructure
- Energy

## People

- John A. Burgess — President
- David R. Burgess — Vice President

## 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.

### 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.

### 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.

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- [INCEPTION FINANCIAL SERVICES](https://altss.com/profile/inception-financial-services)
- [Stillpoint Investments](https://altss.com/profile/stillpoint-investments-lp)

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Updated: 2026-07-06T01:24:13.266Z

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