Firm profile

BURGUNDY ASSET MANAGEMENT LTD.

TORONTO, ONTARIOCRD 114317Latest ADV January 28, 2026

Burgundy Asset Management Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated January 28, 2026, reports $19.1B in regulatory assets under management, 140 employees, 2 offices, and 3,335 accounts.

Assets Under Management
$19.1B
Employees
140
Offices
2 offices
Total Clients
3,334
Primary office
TORONTO, ONTARIO
BAY WELLINGTON TOWER, 181 BAY STREET, STE 4510, TORONTO, ONTARIO, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEORobert G. Sankey
CCOKaren Mintz
CFOMark H. Keil

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
1,583
2
Individuals
42.7%
1,423
3
Charitable
6.6%
221
4
Pension Plans
2.1%
70
5
Corporations
0.8%
28
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$19.1Bas of January 28, 2026
Discretionary100.0%
$19.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$19.1B
Total Accounts3,335
10Y AUM Change$-3.9B (-16.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees140
Clients per Employee24:1
10Y Employee Change+13 (+10.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.