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BURGUNDY ASSET MANAGEMENT LTD.
TORONTO, ONTARIO
(416) 869-3222
SEC #801-60503Total AUM
$19.1B
Employees
140Clients
3,335Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
BAY WELLINGTON TOWER, 181 BAY STREET, STE 4510
TORONTO, ONTARIO
M5J 2T3
Canada
TORONTO, ONTARIO
M5J 2T3
Canada
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
(416) 869-3222
Other Offices
2
Financials
Total AUM
$19.1B
Accounts
3,335Discretionary
$19.1B
Accounts
3,335Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,423AUM
$521.9M
HNW Individual Clients
1,583AUM
$9.6B
Pooled Vehicle Clients
5AUM
$1.4B
Pension/Profit Sharing Plan Clients
70AUM
$3.4B
Charitable Organization Clients
221AUM
$2.4B
Investment Advisor Clients
1AUM
$889.3M
Insurance Company Clients
4AUM
$155.6M
Corporation or Business Clients
28AUM
$770.4M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Violation Finding
State Registrations
TX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.