PPrivate Fund Data Log in Join · $37/mo

Burgess Investment Management and Research Inc.

● SEC registered since 2018CRD 297648SEC# 801-113856Toronto, Ontario
Export (members)
Reg. AUM
$119.9M
Employees
3
Accounts
390
Location
Toronto, Ontario

Burgess Investment Management and Research Inc. assets under management

Burgess Investment Management and Research Inc. is an SEC-registered investment adviser based in Toronto, Ontario. The firm has been registered since 2018. It reports $119.9 million in regulatory assets under management and employs 3 people.
www.burgessinvestmentmanagement.comView on SEC.gov ↗

Burgess Investment Management and Research Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gregory Ward Burgess ControlPresident And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Burgess Investment Management and Research Inc. manage?

Burgess Investment Management and Research Inc. reports $119.9 million in regulatory assets under management on its Form ADV.

How many employees does Burgess Investment Management and Research Inc. have?

Burgess Investment Management and Research Inc. reports 3 employees.

Where is Burgess Investment Management and Research Inc. located?

Burgess Investment Management and Research Inc. is based in Toronto, Ontario and has been SEC-registered since 2018.

Does Burgess Investment Management and Research Inc. disclose fund performance?

Burgess Investment Management and Research Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Adelaide Street West, Suite 2500, Toronto, Ontario M5H 1T1
Phone416 622 0466
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$117.6M
Non-discretionary$2.3M
Total (RAUM)$119.9M