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| Keyboard |
| Burgess Investment Management and Research Inc
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|---|---|
| CRD # | 297648 |
| SEC # | 801-113856 |
| CIK # | |
| AUM | 144.2 M (2026-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 416-622-0466 |
| Address | 120 Adelaide Street West Toronto Ontario, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 19.1 |
| (b) Individuals (high net worth individuals) | 44 | 125.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 411 | 144.2 |
| By Discretionary | ||
| Discretionary | 407 | 142.3 |
| Non-Discretionary | 4 | 1.8 |
| Total | 411 | 144.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 117.6 | |
| United States Persons | 26.6 | |
| Total | 411 | 144.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 (82 non-US) |
| Serves | Retail |
| LEI | 254900ERAIWYD2SA0Y22 |
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