Key facts
- BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. is a other based in TORONTO, ONTARIO, Canada.
- BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. reports $117.6M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 297648- Regulatory AUM
- $117.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- TORONTO, ONTARIO
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.'s AUM?
- BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. manages approximately $117.6M in assets.