Wealth manager, bank-affiliated · Toronto, Ontario, Canada
Burgundy Asset Management LTD.
SEC-registered investment adviser · CRD 114317 · SEC 801-60503
At a glance
Burgundy Asset Management LTD. is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $19.1 billion in regulatory assets under management as of its Form ADV filed January 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3,006 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 93rd of 8,915 wealth managers and 894th of 17,210 SEC-registered advisers by assets.
Main office 416-869-3222burgundyasset.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $19B
- Rank among wealth managers
- #93 of 8,915
- Rank among all SEC RIAs
- #894 of 17,210
- Individual clients
- 3,006
- High-net-worth clients
- 1,583
- Accounts
- 3,335
- Discretionary
- 100% of AUM
- Employees
- 140
- Advisory staff
- 49
- Offices
- 3
Owners and executives on its Form ADV
- Julie CordeiroOfficer and Senior Vice President, Chief Administrative Officer
- Robert G. SankeyDirector and Officer, Chief Executive Officer
- Mark H. KeilOfficer and Vice President, Chief Financial Officer
- Karen MintzOfficer and Vice President, Chief Compliance Officer & Associate General Counsel
- Amanda CustodioDirector
- Rohit ThomasDirector
- Kevin BarnesDirector
- Bill BamberDirector
- Andrew IuOfficer and Chief Investment Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: BMO Capital Markets Corp..
- BMO Capital Markets Corp. ↗CRD 16686
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,583 | $9.6B | 50% |
| Pension and profit sharing plans | 70 | $3.4B | 18% |
| Charitable organizations | 221 | $2.4B | 13% |
| Pooled investment vehicles | 5 | $1.4B | 7% |
| Other investment advisers | – | $889M | 5% |
| Corporations or other businesses | 28 | $770M | 4% |
| Individuals | 1,423 | $522M | 3% |
| Insurance companies | 4 | $156M | <1% |
Private funds
Burgundy Asset Management LTD. reports 5 private funds with $1.4B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Burgundy Asset Management LTD. answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗burgundyasset.com ↗
AtlasMembers
The full record on Burgundy Asset Management LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 228 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Burgundy Asset Management LTD. manage?
Burgundy Asset Management LTD. reports $19.1 billion in regulatory assets under management across 3,335 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 28, 2026.
What kind of firm is Burgundy Asset Management LTD.?
Burgundy Asset Management LTD. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Burgundy Asset Management LTD.’s clients?
By assets, its largest client types are high-net-worth individuals ($9.6 billion, 1,583 clients); pension and profit sharing plans ($3.4 billion, 70 clients); charitable organizations ($2.4 billion, 221 clients).
Does Burgundy Asset Management LTD. manage private funds?
Yes. It reports 5 private funds with $1.4 billion in gross assets, including other private funds.
Does Burgundy Asset Management LTD. have any disciplinary history?
Burgundy Asset Management LTD. answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Burgundy Asset Management LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →