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Officer and Chief Investment Officer · Burgundy Asset Management LTD.

Andrew Iu

CRD 5965124 · Named on Form ADV at one SEC-registered adviser

At a glance

Burgundy Asset Management LTD., an SEC-registered wealth manager based in Toronto, Ontario, Canada with $19.1 billion in regulatory assets, lists Andrew Iu on its Form ADV as Officer and Chief Investment Officer, a control person.

Firms and roles

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Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Julie CordeiroOfficer and Senior Vice President, Chief Administrative Officer, Burgundy Asset Management LTD.
  • Robert G. SankeyDirector and Officer, Chief Executive Officer, Burgundy Asset Management LTD.
  • Mark H. KeilOfficer and Vice President, Chief Financial Officer, Burgundy Asset Management LTD.
  • Karen MintzOfficer and Vice President, Chief Compliance Officer & Associate General Counsel, Burgundy Asset Management LTD.
  • Amanda CustodioDirector, Burgundy Asset Management LTD.

3 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.