Burgundy Asset Management Ltd.
● SEC registered since 2001CRD 114317SEC# 801-60503Toronto, Ontario
Ranks #571 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$19.09B
Fund GAV
$1.39B
Private funds
5
Employees
140
Accounts
3,335
Location
Toronto, Ontario
Burgundy Asset Management Ltd. assets under management
Burgundy Asset Management Ltd. is an investment advisory firm registered with the SEC based in Toronto, Ontario. The firm has been registered since 2001. It reports $19.1 billion in regulatory assets under management and employs 140 people. Burgundy Asset Management Ltd. manages 5 private funds with combined gross assets of $1.4 billion, including Burgundy Funds, Dst - Smaller Companies Portfolio. By regulatory assets, it ranks 571 of 6,004 private fund managers.
Burgundy Asset Management Ltd. private funds
5 funds · $1.39B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Burgundy Funds, Dst - Smaller Companies Portfolio | Other Private | $876.2M | $1M |
| Burgundy Funds, Dst - Global Equity Portfolio | Other Private | $188.2M | $1M |
| Burgundy Funds, Dst Small/Mid Cap Portfolio | Other Private | $146.7M | $1M |
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Join to unlock · $37/moBurgundy Asset Management Ltd. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1001271606 Ontario Inc. Control | Owner | Over 75% | 2025 |
| Amanda Custodio | Director | Under 5% | 2025 |
| Andrew Iu Control | Officer And Chief Investment Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Burgundy Asset Management Ltd. manage?
Burgundy Asset Management Ltd. reports $19.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Burgundy Asset Management Ltd. manage?
Burgundy Asset Management Ltd. manages 5 private funds with combined gross assets of $1.4 billion.
How many employees does Burgundy Asset Management Ltd. have?
Burgundy Asset Management Ltd. reports 140 employees.
Where is Burgundy Asset Management Ltd. located?
Burgundy Asset Management Ltd. is based in Toronto, Ontario and has been SEC-registered since 2001.
Does Burgundy Asset Management Ltd. disclose fund performance?
Burgundy Asset Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Bay Wellington Tower, 181 Bay Street, Ste 4510, Toronto, Ontario M5J 2T3 |
| Phone | (416) 869-3222 |
| Fax | (416) 869-9036 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | HQ |
| CIK | 1315868 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$19.09B▼ 8%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 9%
Larger than 91% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$19.09Bregulatory AUM
Discretionary $19.09B