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BURGUNDY ASSET MANAGEMENT LTD.
CRD 114317 · SEC 801-60503
BAY WELLINGTON TOWER, 181 BAY STREET, STE 4510, TORONTO, ONTARIO, TX, M5J 2T3, Canada
Phone
(416) 869-3222
Fax
(416) 869-9036
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.09B
Discretionary AUM
$19.09B
Team
140 total employees; 49 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1423 | $521.9M |
| High net worth individuals | 1583 | $9.63B |
| Pooled investment vehicles | 5 | $1.36B |
| Pension/profit sharing plans | 70 | $3.35B |
| Charitable organizations | 221 | $2.41B |
| Insurance companies | 4 | $155.6M |
| Corporations/business entities | 28 | $770.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD