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BURGUNDY ASSET MANAGEMENT LTD.
CRD 114317File 801-60503
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$19.09B
Top 10% of cohort (national)
Discretionary AUM
$19.09B
Clients
3,334
3,335 accounts
Employees
140
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 31, 2001
- Principal office
- BAY WELLINGTON TOWER, 181 BAY STREET, STE 4510, TORONTO, ONTARIO, M5J 2T3
- Phone
- (416) 869-3222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $19.09B
- Discretionary AUM
- $19.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,335
- Non-discretionary accounts
- 0
- Total accounts
- 3,335
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $770.4M |
| Insurance companies | 4 | $155.6M |
| Charitable organizations | 221 | $2.41B |
| Other investment advisers | Fewer than 5 | $889.3M |
| High net worth individuals | 1,583 | $9.63B |
| Pooled investment vehicles | 5 | $1.36B |
| Pension and profit sharing plans | 70 | $3.35B |
| Individuals (other than high net worth individuals) | 1,423 | $521.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 146 | 140 | decreased by6 |
| Feb 1, 2026 | Clients | 3,351 | 3,334 | decreased by17 |
| Feb 1, 2026 | AUM | $20,655,180,162 | $19,093,067,539 | decreased by$1,562,112,623 |
| Feb 1, 2026 | Accounts | 3,352 | 3,335 | decreased by17 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 151 | 146 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 3,239 | 3,351 | increased by112 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $19,783,696,908 | $20,655,180,162 | increased by$871,483,254 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3,240 | 3,352 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,157 | 3,239 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,233,360,048 | $19,783,696,908 | increased by$1,550,336,860 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,158 | 3,240 | increased by82 |
| Oct 1, 2022 | Employees | 156 | 151 | decreased by5 |
| Oct 1, 2022 | Clients | 3,058 | 3,157 | increased by99 |
| Oct 1, 2022 | AUM | $24,302,645,774 | $18,233,360,048 | decreased by$6,069,285,726 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BURGUNDY ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURGUNDY ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.