Burgundy Funds, Dst Small/Mid Cap Portfolio

Burgundy Funds, Dst Small/Mid Cap Portfolio is a other private fund operated by Burgundy Asset Management Ltd. and has approximately $12 million in assets. The current minimum investment for Burgundy Funds, Dst Small/Mid Cap Portfolio is $1000000. Management owns just 1 percent of the fund.

Burgundy Funds, Dst Small/Mid Cap Portfolio Overview

Burgundy Funds, Dst Small/Mid Cap Portfolio Details

Subadviser: No Is Burgundy Funds, Dst Small/Mid Cap Portfolio a subadviser

Other Investment Advisers: No other investment advisors

Solicited: No  Does Burgundy Funds, Dst Small/Mid Cap Portfolio solicit investments?

Rely on Reg D Exemption: Yes  Does Burgundy Funds, Dst Small/Mid Cap Portfolio have a Reg D exemption?

Audited: Yes  Does Burgundy Funds, Dst Small/Mid Cap Portfolio shave audited financial statements?

Master Fund: Yes  Is Burgundy Funds, Dst Small/Mid Cap Portfolio a master fund?

Feeder Fund: No  Is Burgundy Funds, Dst Small/Mid Cap Portfolio a feeder fund?

GAAP: Yes 

Beneficial Owners: 9  9 has 9 beneficial owners.

Management Ownership: 1% 

Fund of Fund Ownership: 0%  

Non-US Ownership: 1%  Non-US ownership in Burgundy Funds, Dst Small/Mid Cap Portfolio

Auditor(s): Deloitte And Touche LLP

Broker-Dealer(s):

Custodian(s): Northern Trust Company

Administrator(s): Northern Trust Company

Burgundy Funds, Dst Small/Mid Cap Portfolio Charts and Graphs

Total AUM: $12 million

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Rank: 21083 out of 30967 registered private funds

Minimum Investment: $1000000

Burgundy Funds, Dst Small/Mid Cap Portfoliohas a minimum investment of $1000000.

Rank: 7749 out of 30967 registered private funds

Management Ownership: 1%

Burgundy Funds, Dst Small/Mid Cap Portfolio is1% owned by its management.

Rank: 16252 out of 30967 registered private funds