32
Burgundy Funds, DST - Emerging Markets Portfolio updates its Form D — $327.7M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $327.7M · Toronto, Ontario, Canada · filed 2026-02-04
32
Burgundy Funds, DST - Emerging Markets Portfolio updates its Form D — $327.7M sold
Fund raise update · Other fund · Open-ended · Toronto, Ontario, Canada · Form D/A filed 2025-01-24 · all Burgundy vehicles · Follow Burgundy →
$100M+ sold
How this compares
- Across 242 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
- No earlier fund launch by this sponsor appears on EDGAR.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Raise progress
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-01-24 | D/A | $327.7M | 20 | |
| 2026-02-04 | D/A | $327.7M | 20 | $0 |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Burgundy on EDGAR
Earlier and related filings by the same issuer and sponsor. All Burgundy vehicles →
47
BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO updates its Form D — $912.5M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $912.5M · Toronto, Ontario, Canada · filed 2026-02-04
Sold rose to $NaN (+$106.8M, +16 investors) in 376 days since the previous filing.
Capital closing now
32
BURGUNDY FUNDS DST-EAFE PORTFOLIO updates its Form D — $113.3M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $113.3M · Toronto, Ontario, Canada · filed 2026-02-04
32
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, Canada · filed 2026-02-04
Sold rose to $NaN (+$1M, +2 investors) in 376 days since the previous filing.
47
Burgundy Funds, DST - Global Equity Portfolio updates its Form D — $310.3M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $310.3M · Toronto, Ontario, Canada · filed 2026-02-04
Sold rose to $NaN (+$20.8M, +1 investor) in 376 days since the previous filing.
Capital closing now
22
Burgundy Funds, DST - Focus Asian Equity Portfolio updates its Form D — $35.4M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $35.4M · Toronto, Ontario, Canada · filed 2025-01-24
32
Burgundy Funds DST Small/Mid Cap Portfolio updates its Form D — $199.3M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $199.3M · Toronto, Ontario, Canada · filed 2025-01-24
32
Burgundy Funds, DST - Global Equity Portfolio updates its Form D — $289.5M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $289.5M · Toronto, Ontario, Canada · filed 2025-01-24
Registered adviser
probable matchBURGUNDY ASSET MANAGEMENT LTD.
- Registration
- SEC-registered adviser · since 2001-08-31
- Regulatory AUM
- $19.1B
- Employees
- 140
- Private funds on Form ADV
- Yes
- Office
- Toronto, Ontario, Canada
Website and main-office phone from Form ADV. Subscribe to unlock
Incumbent service providers
Schedule D for this adviser has not been read yet; it is queued.
Other Form D filings by this adviser
10 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
People on the filing
| Delaware Trustee Wilmington Trust Company | Director |
| Investment Manager of Issuer Burgundy Asset Management, Ltd. | Promoter |
| Custodial Trustee The Northern Trust Company | Director |
Signed by David Borg, VP, Head of Operations.
Why now — by persona
Relevant to: Fund audit & tax, Fund administrator.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.