| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Burgundy Funds, Dst - Smaller Companies Portfolio | Other Private | $902.6M | $1M |
| Burgundy Funds, Dst - Global Equity Portfolio | Other Private | $185.8M | $1M |
| Burgundy Funds, Dst Small/Mid Cap Portfolio | Other Private | $155.5M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| 1001271606 Ontario Inc. Control | Owner | Over 75% | 2025 |
| Amanda Custodio | Director | Under 5% | 2025 |
| Anne-Mette De Place Filippini | Officer And Senior Vice President, Chief Investment Officer | Under 5% | 2018 |
Burgundy Asset Management Ltd. reports $20.7 billion in regulatory assets under management on its Form ADV.
Burgundy Asset Management Ltd. manages 5 private funds with combined gross assets of $1.4 billion.
Burgundy Asset Management Ltd. reports 146 employees.
Burgundy Asset Management Ltd. is based in Toronto, Ontario and has been SEC-registered since 2001.
Burgundy Asset Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Bay Wellington Tower, 181 Bay Street, Ste 4510, Toronto, Ontario M5J 2T3 |
| Phone | (416) 869-3222 |
| Fax | (416) 869-9036 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | HQ |
| CIK | 1315868 |
| Discloses disciplinary history | Yes |
| Discretionary | $20.66B |
| Non-discretionary | $0 |
| Total (RAUM) | $20.66B |