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| Burgundy Asset Management Ltd
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| CRD # | 114317 |
| SEC # | 801-60503 |
| CIK # | 0001315868 |
| AUM | 19.09 B (2026-01-28) |
| Employees | 140 (35% Investors, 0% Brokers) |
| Phone | 416-869-3222 |
| Address | Bay Wellington Tower, 181 Bay Street, Ste 4510 Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | BBH Burgundy Emerging Markets Master Fund LP | [2016-09-28] | 697.7 M | 374.3 M |
| Filed 2020-04-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $20,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Burgundy Funds DST - Focus Asian Equity Portfolio | [2016-03-31] | 35.4 M | 31.5 M |
| Filed 2025-01-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Burgundy Funds DST-Eafe Portfolio | [2012-03-29] | 113.3 M | 80.6 M |
| Filed 2026-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Burgundy Funds DST - Emerging Markets Portfolio | [2012-03-29] | 327.7 M | 94.5 M |
| Filed 2026-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Burgundy Funds DST - Global Equity Portfolio | [2012-03-29] | 310.3 M | 188.2 M |
| Filed 2026-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Burgundy Funds DST-Global Focused Opportunities Portfolio | 2012-03-29 | ||
| Other | Burgundy Funds DST - Smaller Companies Portfolio | 2012-03-29 | 876.2 M | |
| Other | Burgundy Funds DST Small/Mid Cap Portfolio | 2012-03-29 | 146.7 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,423 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,583 | 9.6 |
| (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 | 5 | 1.4 |
| (g) Pension and profit sharing plans | 70 | 3.4 |
| (h) Charitable organizations | 221 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.9 |
| (k) Insurance companies | 4 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,335 | 19.1 |
| By Discretionary | ||
| Discretionary | 3,335 | 19.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,335 | 19.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.2 | |
| United States Persons | 2.9 | |
| Total | 3,335 | 19.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brown Brothers Harriman Co | Executive Officer | 83 | 9 | |
| William Grant | Executive Officer | 38 | 8 | |
| Christian Brunet | Executive Officer | 25 | 6 | |
| Custodial Trustee The Northern Trust Company | Director | 23 | 4 | |
| Delaware Trustee Wilmington Trust Company | Director | 23 | 3 | |
| Brown Brothers Harriman Co | Executive Officer | 17 | 3 | |
| Investment Manager of Issuer Burgundy Asset Management Ltd | Promoter | 7 | 2 | |
| Investment Manager Burgundy Asset Management Ltd | Promoter | 3 | 2 | |
| Investment Manager of Issuer Burgundy Asset Mangement Ltd | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001315868] | |
| 13F-NT | [0001315868] | |
| SC 13G | [0001315868] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $10.1B |
| Serves | Institutional, Retail |
| LEI | 5493002OQQTCON2GMX20 |
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