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
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.
Total AUM$19.1B
Total Accounts3,335
10Y AUM Change$-3.9B (-16.8%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.