Burgess Investment Management and Research Inc.
● SEC registered since 2018CRD 297648SEC# 801-113856Toronto, Ontario
Reg. AUM
$144.2M
Employees
3
Accounts
411
Location
Toronto, Ontario
Burgess Investment Management and Research Inc. assets under management
Burgess Investment Management and Research Inc. is an SEC-registered investment adviser based in Toronto, Ontario. The firm has been registered since 2018. It reports $144.2 million in regulatory assets under management and employs 3 people.
Burgess Investment Management and Research Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Ward Burgess Control | President And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Burgess Investment Management and Research Inc. manage?
Burgess Investment Management and Research Inc. reports $144.2 million in regulatory assets under management on its Form ADV.
How many employees does Burgess Investment Management and Research Inc. have?
Burgess Investment Management and Research Inc. reports 3 employees.
Where is Burgess Investment Management and Research Inc. located?
Burgess Investment Management and Research Inc. is based in Toronto, Ontario and has been SEC-registered since 2018.
Does Burgess Investment Management and Research Inc. disclose fund performance?
Burgess Investment Management and Research Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Adelaide Street West, Suite 2500, Toronto, Ontario M5H 1T1 |
| Phone | 416 622 0466 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$144.2M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$144.2Mregulatory AUM
Discretionary $142.3MNon-discretionary $1.8M