Burgundy Asset Management

Asset Manager SEC-registered adviser

Legal name: Burgundy Asset Management LTD.

Toronto, Ontario, Canada Website LinkedIn X

AUM

$19.1B
Regulatory AUM

Private funds

5
Other 5

Private fund assets

$1.4B
Gross asset value

Employees

140

Last Form D raise

Feb 2026
Most recent fund filing

From SEC Form ADV filing (filed Jan 28, 2026). View on SEC

People(9)

Owners and executive officers named on the firm's SEC Form ADV.

A
Amanda Custodio
Director
Source: SEC Form ADV
A
Andrew Iu
Officer and Chief Investment Officer
Source: SEC Form ADV
B
Bill Bamber
Director
Source: SEC Form ADV
J
Julie Cordeiro
Officer and Senior Vice President, Chief Administrative Officer
Source: SEC Form ADV
K
Karen Mintz
Officer and Vice President, Chief Compliance Officer & Associate General Counsel
Source: SEC Form ADV
K
Kevin Barnes
Director
Source: SEC Form ADV
M
Mark Keil
Officer and Vice President, Chief Financial Officer
Source: SEC Form ADV
R
Robert Sankey
Director and Officer, Chief Executive Officer
Source: SEC Form ADV
R
Rohit Thomas
Director
Source: SEC Form ADV

Funds(5)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Burgundy Funds, Dst - Smaller Companies PortfolioOther$876.2M$912.5M230Feb 2026Warm
Burgundy Funds, Dst - Global Equity PortfolioOther$188.2M$310.3M33Feb 2026Warm
Burgundy Funds, Dst Small/Mid Cap PortfolioOther$146.7M$200.3M56Feb 2026Warm
Burgundy Funds, Dst - Emerging Markets PortfolioOther$94.5M$327.7M20Feb 2026Warm
Burgundy Funds, Dst-Eafe PortfolioOther$80.6M$113.3M30Feb 2026Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
114317
SEC file number
801-60503
CIK
1315868

Sources