BURGUNDY ASSET MANAGEMENT LTD.
C48
CRD 114317·SEC 801-60503
AUM
$19.09B
$1B+
Est. Revenue
$190.9M
@ 1% on AUM
Est. EBITDA
$57.3M
@ 30% margin
Est. Deal Value
$458.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $25.27B
'21 · $22.33B
'22 · $24.30B
'23 · $18.23B
'25 · $20.66B
'26 · $19.09B
'20'26
$25.27B → $19.09B▼ -24%
Client mix
| Individuals High Net Worth | 1,583 |
| Individuals Other | 1,423 |
| Charitable Organizations | 221 |
| Pension Profit Sharing Plans | 70 |
| Corporations | 28 |
Operations
Advisory staff (5-yr trend)
'20 · 57 advisors
'21 · 64 advisors
'22 · 58 advisors
'23 · 60 advisors
'25 · 56 advisors
'26 · 49 advisors
'20'26
57 advisors → 49 advisors▼ -14%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-02-042026-02-04 · 0001539224-26-000003
2025-01-242025-01-24 · 0001539224-25-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
181 BAY STREETSUITE 4510TORONTO, A6, A6 M5J2T3
Business
181 BAY STREETSUITE 4510TORONTO, A6, A6 M5J2T3
Edgar Recent Filings
D/A2026-02-04 · 0001539224-26-000003
D/A2025-01-24 · 0001539224-25-000001