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BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO updates its Form D — $805.7M sold

Fund raise update · Other fund · Open-ended · Toronto, Ontario · Form D/A filed 2025-01-24 · all Burgundy vehicles
$100M+ sold

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator. Lead card pending.

People on the filing

INVESTMENT MANAGER OF ISSUER BURGUNDY ASSET MANAGEMENT, LTDBurgundy Asset Management Ltd. is the Investment Manager of the Issuer.
CUSTODIAL TRUSTEE THE NORTHERN TRUST COMPANYCustodial Trustee of the Issuer.
DELAWARE TRUSTEE WILMINGTON TRUST COMPANYDelaware Trustee of the Issuer.

Signed by David Borg, VP, Head of Operations.

Placement agents / sales compensation: C.P. Eaton & Associates

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.

Other filings by this issuer

All Burgundy vehicles on Form D →