Burgundy Asset Management

Overview

Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pension plans, and family offices. It also serves pooled vehicles, insurance companies, and other organizations. Its investment approach uses fundamental research to seek undervalued companies with potential for long-term absolute returns. The firm is registered with the SEC as an investment adviser and reported $19.1B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pooled vehicles.

Services

• Portfolio management for individuals and small businesses
• Portfolio management for pooled vehicles
• Portfolio management for institutions

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

Location

See more firms in Canada and Toronto.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 114317), filed 01/28/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.