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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.