$19.1B Total AUM
$19.1B Disc. AUM
1.4% 3Y CAGR
140 Employees
3,334 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Northern Trust ยท RBC
- Clients
- Retail and Institutional
- Platforms
- UnisonCapital horizon
- Established Date
- 08-31-2001
- Office Locations
- 1
Office Locations
BAY Wellington Tower, 181 BAY Street, STE 4510 Toronto, Ontario --
About Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. is a Toronto-based investment manager serving retail and institutional clients. The firm emphasizes active management and portfolio construction across equities and fixed income, with allocations that can incorporate ESG and emerging markets. Its separately managed accounts are implemented primarily with ETFs, and relationships include Northern Trust and RBC.
Team overview
-- AVG AGE
$389.7M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
2.8 yrs AVG TENURE
140 Employees
49 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Accredited Investors
Horizon vital
Asset Classes
Quantum Legacy meridian Atlas
Custodian
Oak Fusion value Ember Timber atlas Insight
Investment Themes
Optima atlas Frontier atlas Zenith zenith Vertex element Atlas timber Quantum optima
Investment Vehicles
Ridge
Services
Radial unison Matrix vector Matrix bridge Catalyst Fusion Frontier frontier Capital Timber insight
Technology
Wave Wave
Owner & Executives
B
BILL BAMBER
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(509) 914-7678
harbor.horizon@radialcapital.com
in linkedin.com/in/radial-matrix
K
KEVIN BARNES
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(631) 977-4985
wave.beacon@unisoncapital.com
in linkedin.com/in/catalyst-zenith
F
Foundation ember
Fusion radial frontier
- CRD
- #57825
- Ownership
- 2.2%
(221) 616-4001
matrix.timber@primecapital.com
in linkedin.com/in/unison-focus
Showing 2 of 9 owners & executives
Unlock allContacts
Kyle Coatsworth
Senior Vice President, Head of Institutional
- CRD
- #7807860
(960) 817-3265
pathway.harbor@elementcapital.com
in linkedin.com/in/vital-unison
Showing 1 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,093,067,539 | $5,725,058 |
| Non-Discretionary | $0 | -- |
| Total | $19,093,067,539 | $5,725,058 |
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Separately Managed Accounts
Total SMA Asset: $17,730,206,436
Equity - Exchange:
23.7% Corporate - Investment Grade:
25.6% Cash:
23.0% Corporate - Non-Investment Grade:
21.2% Sovereign Bonds:
6.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,373,091,467 | 23.7% |
| Corporate - Investment Grade | $1,483,170,529 | 25.6% |
| Cash | $1,332,536,022 | 23.0% |
| Corporate - Non-Investment Grade | $1,228,250,595 | 21.2% |
| Sovereign Bonds | $376,586,267 | 6.5% |
| Total | $5,793,634,880 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN FOCUS BEACON | VITAL RIDGE | TTFFPRA8C | DNE | 8.81% | $111,500,268 |
| PRIME CREST | UNISON ATLAS | R8PM1CKN1 | VZFME | 7.52% | $43,673,898 |
| EAGLE VECTOR QUANTUM | FOUNDATION CREST | 4S9SL8XUF | JMMH | 4.72% | $72,244,455 |
| GLACIER GLACIER ZENITH | PEAK VALUE | Z9UOC5BGC | ZYIB | 12.46% | $119,992,631 |
| EMBER VALUE | EAGLE MATRIX | JNL18CEGO | XKCOU | 11.19% | $92,987,978 |
| CREST PEAK VALUE | EMBER BEACON | CPSFD46EW | FQPTN | 11.95% | $73,570,179 |
| ALPHA INSIGHT PIONEER | ATLAS DELTA | FXVBHSVIG | DSL | 5.09% | $104,744,477 |
| DELTA VALUE | ELEMENT ZENITH | FR8GIN3T4 | FRH | 9.04% | $16,442,958 |