Burgundy Asset Management Ltd.
- Regulatory AUM
- $19.1B
- Discretionary
- $19.1B
- Clients
- 3,334
- Avg AUM / client
- $5.7M
- Accounts
- 3,335
- Employees
- 140
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Asset allocation (SMA assets by investment type)
as of Jan 28, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,423 | $522M | 2.73% |
| High net worth individuals | 1,583 | $9.6B | 50.5% |
| Pooled investment vehicles (non-investment companies) | 5 | $1.4B | 7.14% |
| Pension and profit sharing plans | 70 | $3.4B | 17.6% |
| Charitable organizations | 221 | $2.4B | 12.6% |
| Other investment advisers | Fewer than 5 clients | $889M | 4.66% |
| Insurance companies | 4 | $156M | 0.81% |
| Corporations and other businesses | 28 | $770M | 4.04% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Burgundy Funds, Dst Smaller Companies Portfolio | Other Private Fund | Delaware | $706M | 115 |
| Burgundy Funds, Dst Global Equity Portfolio | Other Private Fund | Delaware | $172M | 17 |
| Burgundy Funds, Dst Small/Mid Cap Portfolio | Other Private Fund | Delaware | $140M | 26 |
| Burgundy Funds, Dst Eafe Portfolio | Other Private Fund | Delaware | $114M | 11 |
| Burgundy Funds, Dst Emerging Markets Portfolio | Other Private Fund | Delaware | $75.2M | 4 |
| Burgundy Funds, Dst Focus Asian Equity Portfolio | Other Private Fund | Delaware | $31.5M | 6 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Seattle Childrens Healthcare System EIN 911250116 | Seattle, WA | 09/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Premera Pension Equity Plan Premera | 2024 | |
| Directors Guild Of America Producer Pension Plan Supplemental Benefit Plan Board Of Trustees, Directors Guild Of America | 2024 | |
| Directors Guild Of America Producer Pension Plan Basic Benefit Plan Board Of Trustees, Directors Guild Of America | 2024 | |
| Maine Medical Center Pension Plan Mainehealth | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arrell, Anthony, Hugh | Chairman, Director And Shareholder | Mar 1979 (47y) | ≈ 25% – 56.25% via Laucam Holdings Limited | |
| Rooney, Richard, Elgin | Vice Chair And Director | Feb 1995 (32y) | Less than 5% | |
| Vanderwood, David | Senior Vice President, Director And Shareholder | Jun 2003 (23y) | Less than 5% | |
| Broekaert, Kenneth | Senior Vice President, Director And Shareholder | May 2012 (14y) | Less than 5% | |
| Pho, Craig, Dwaine | Senior Vice President, Director And Shareholder | May 2012 (14y) | Less than 5% | |
| De Place Filippini, Anne Mette | Senior Vice President, Chief Investment Officer, Director And Shareholder | Jun 2018 (8y) | Less than 5% | |
| Cordeiro, Julie | Vice President, Chief Administrative Officer & General Counsel, And Shareholder | Jan 2019 (8y) | Less than 5% | |
| Dunsdon, Jennifer | Senior Vice President, Director And Shareholder | Jan 2019 (8y) | Less than 5% | |
| Sankey, Robert, Gareth | Ceo, Director And Shareholder | Jan 2019 (8y) | Less than 5% | |
| Boutin, Steve | Senior Vice President, Director And Shareholder | Jul 2020 (6y) | Less than 5% | |
| Keil, Mark, Helmut | Vice President, Chief Financial Officer | Jul 2021 (5y) | Less than 5% | |
| Mintz, Karen | Vice President, Chief Compliance Officer & Associate General Counsel | Jun 2022 (4y) | Less than 5% | |
| Kyle Coatsworth | Vice President, Head Of Institutional And Director | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Laucam Holdings Limited | Shareholder | Jan 1993 | A | 50% – 75% |
| 2461671 Ontario Inc. | Shareholder | Apr 2022 | A | Less than 5% |
| 1000532722 Ontario Inc. | Shareholder | May 2023 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Arrell, Anthony, Hugh: 50% – 75% of Laucam Holdings Limited × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Burgundy Funds, Dst Smaller Companies Portfolio | Other Private Fund | $706M | $1.0M | 115 |
| Burgundy Funds, Dst Global Equity Portfolio | Other Private Fund | $172M | $1.0M | 17 |
| Burgundy Funds, Dst Small/Mid Cap Portfolio | Other Private Fund | $140M | $1.0M | 26 |
| Burgundy Funds, Dst Eafe Portfolio | Other Private Fund | $114M | $1.0M | 11 |
| Burgundy Funds, Dst Emerging Markets Portfolio | Other Private Fund | $75.2M | $1.0M | 4 |
| Burgundy Funds, Dst Focus Asian Equity Portfolio | Other Private Fund | $31.5M | $1.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Premera Pension Equity Plan | Premera | 2,755 | $446M | 01/01/2024 |
| Directors Guild Of America Producer Pension Plan Supplemental Benefit Plan | Board Of Trustees, Directors Guild Of America | 22,976 | $2.3B | 01/01/2024 |
| Directors Guild Of America Producer Pension Plan Basic Benefit Plan | Board Of Trustees, Directors Guild Of America | 7,905 | $2.5B | 01/01/2024 |
| Maine Medical Center Pension Plan | Mainehealth | 2,332 | $795M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Seattle Childrens Healthcare System | Public charity | $1.3B | 09/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 2.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $12.0B (63% of AUM) Jan 2026
- Northern Trust $3.5B (19% of AUM) Jan 2026
- State Street $2.4B (12% of AUM) Sep 2024
- Cibc Mellon Trust Company $1.8B (10% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗