Burgundy Asset Management Ltd.

RIASEC RegisteredEst. 2001

Total AUM

$19.1B

Discretionary

$19.1B

100% of AUM

Avg account

$5.7M

Accounts

3,335

Employees

140

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 114317
Registered since: August 31, 2001
Website: www.burgundyasset.com
Custodians: RBC CAPITAL MARKETS, LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI50.45%
Pension & Profit Sharing Plans17.55%
Charitable Organizations12.62%
Pooled Investment Vehicles7.14%
Other Investment Advisers4.66%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Burgundy Asset Management Ltd. is a corporate, SEC-registered institutional RIA (registered in 2001) that serves both individual/family and institutional clients. The firm provides portfolio management across separate accounts and pooled vehicles, and it acts as portfolio manager for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its fee arrangements include traditional percentage-of-AUM charges and performance-based fees, and the firm identifies itself as an active ESG investor. Ownership is listed as a combination of foreign entity and individual, and the firm maintains a range of industry roles and affiliations — including broker-dealer relationships, sponsorship or GP roles for pooled vehicles, and registrations tied to swap dealing, futures/commodity activities, and trust/insurance/banking relationships — suggesting capacity to run both client portfolios and sponsored investment vehicles.