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Burgundy Funds DST Small/Mid Cap Portfolio updates its Form D — $200.3M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $200.3M · Toronto, Ontario · filed 2026-02-04
32
Burgundy Funds DST Small/Mid Cap Portfolio updates its Form D — $199.3M 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
| Custodial Trustee The Northern Trust Company | Custodial Trustee of the Issuer. |
| Investment Manager of Issuer Burgundy Asset Management Ltd. | Burgundy Asset Management Ltd. is the Investment Manager of the Issuer. |
| Delaware Trustee Wilmington Trust Company | Delaware Trustee of the Issuer. |
Signed by David Borg, VP, Head of Operations.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.