← Tributary

BURGUNDY ASSET MANAGEMENT LTD.

TORONTO, ONTARIO, Canada · CRD 114317 · IAPD ↗ · (416) 869-3222

$19.09BRegulatory AUM
49Advisory reps
140Employees
0Clients
n/aPlanning clients
5Private funds
1States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
February 2026 — BURGUNDY ASSET MANAGEMENT LTD. shrank from 56 to 49 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
December 2025 — BURGUNDY ASSET MANAGEMENT LTD.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.