The BURGUNDY ASSET MANAGEMENT LTD. is a publicly held investment adviser that advises $20.5Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. BURGUNDY ASSET MANAGEMENT LTD. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 9.7% over the last 5-years.
The Group has been registered with the SEC for 24.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at BAY WELLINGTON TOWER, 181 BAY STREET, STE 4510, TORONTO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 14 US and Non-US bodies.
They have 140 employees comprised of 49 investment and 91 non-investment staff. The total number of Employees decreased by 7.89% over the last 5-years.
Their $20.5Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 323 other accounts. Assets of High Net Worth Individuals clients own $9.63Bn or 46.98% of Total Assets and Pension and Profit Sharing Plans-Private own $3.35Bn or 16.35% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and Emerging Markets, representing 69.02%, 24.16% and 6.82% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
BURGUNDY ASSET MANAGEMENT LTD. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In BURGUNDY ASSET MANAGEMENT LTD.'s case, they have 10 business conditions that require high process maturity and 1 Watch Factors.