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CRD 114317
TORONTO, ONTARIO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Kyle Coatsworth | n/a | TORONTO, ONTARIO | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BURGUNDY FUNDS, DST - SMALLER COMPANIES PORTFOLIO | Other Private Fund | $876M | Jan 28, 2026 | 115 | Mar 29, 2012 | reported | 021-59885 |
| BBH BURGUNDY EMERGING MARKETS MASTER FUND, L.P. | Other Private Fund | $374M | Sep 28, 2020 | 718 | Sep 28, 2016 | dropped | 021-237979 |
| BURGUNDY FUNDS, DST - GLOBAL EQUITY PORTFOLIO | Other Private Fund | $188M | Jan 28, 2026 | 17 | Mar 29, 2012 | reported | 021-171910 |
| BURGUNDY FUNDS, DST SMALL/MID CAP PORTFOLIO | Other Private Fund | $147M | Jan 28, 2026 | 26 | Mar 29, 2012 | reported | 021-67569 |
| BURGUNDY FUNDS, DST - EMERGING MARKETS PORTFOLIO | Other Private Fund | $94.5M | Jan 28, 2026 | 4 | Mar 29, 2012 | reported | 021-171911 |
| BURGUNDY FUNDS, DST-EAFE PORTFOLIO | Other Private Fund | $80.6M | Jan 28, 2026 | 11 | Mar 29, 2012 | reported | 021-171913 |
| BURGUNDY FUNDS, DST - FOCUS ASIAN EQUITY PORTFOLIO | Other Private Fund | $31.5M | Sep 13, 2024 | 6 | Mar 31, 2016 | dropped | 021-259601 |
| BURGUNDY FUNDS, DST-GLOBAL FOCUSED OPPORTUNITIES PORTFOLIO | Other Private Fund | $0 | Dec 1, 2021 | 0 | Mar 29, 2012 | dropped | 021-81848 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1001271606 ONTARIO INC. | Owner | E | yes | 11/2025 | Jan 28, 2026 | Jan 28, 2026 |
| CORDEIRO, JULIE | OFFICER AND SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | Na | yes | 01/2019 | Jan 28, 2026 | Jan 28, 2026 |
| IU, ANDREW | OFFICER AND CHIEF INVESTMENT OFFICER | Na | yes | 12/2025 | Jan 28, 2026 | Jan 28, 2026 |
| SANKEY, ROBERT, GARETH | DIRECTOR AND OFFICER, CHIEF EXECUTIVE OFFICER | Na | yes | 01/2019 | Jan 28, 2026 | Jan 28, 2026 |
| 1000532722 ONTARIO INC. | Shareholder | Na | yes | 05/2023 | Sep 28, 2023 | Sep 13, 2024 |
| 2461671 ONTARIO INC. | Shareholder | Na | yes | 04/2022 | Sep 22, 2022 | Sep 13, 2024 |
| ARRELL, ANTHONY, HUGH | PRESIDENT AND SOLE DIRECTOR | D | yes | 03/1979 | Mar 29, 2012 | Sep 13, 2024 |
| ARRELL, ANTHONY, HUGH | CHAIRMAN, DIRECTOR AND SHAREHOLDER | Na | yes | 01/1993 | Mar 29, 2012 | Sep 13, 2024 |
| BOUTIN, STEVE | SENIOR VICE PRESIDENT, DIRECTOR AND SHAREHOLDER | Na | yes | 07/2020 | Sep 28, 2020 | Sep 13, 2024 |
| BROEKAERT, KENNETH | SENIOR VICE PRESIDENT, DIRECTOR AND SHAREHOLDER | Na | yes | 05/2012 | Jun 5, 2012 | Sep 13, 2024 |
| DE PLACE FILIPPINI, ANNE-METTE | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR AND SHAREHOLDER | Na | yes | 06/2018 | Sep 22, 2014 | Sep 13, 2024 |
| DUNSDON, JENNIFER | SENIOR VICE-PRESIDENT, DIRECTOR AND SHAREHOLDER | Na | yes | 01/2019 | Sep 22, 2014 | Sep 13, 2024 |
| LAUCAM HOLDINGS LIMITED | Shareholder | D | yes | 01/1993 | Mar 29, 2012 | Sep 13, 2024 |
| PHO, CRAIG, DWAINE | SENIOR VICE PRESIDENT, DIRECTOR AND SHAREHOLDER | Na | yes | 05/2012 | Jun 5, 2012 | Sep 13, 2024 |
| ROONEY, RICHARD, ELGIN | VICE CHAIR AND DIRECTOR | Na | yes | 02/1995 | Mar 29, 2012 | Sep 13, 2024 |
| VANDERWOOD, DAVID | SENIOR VICE PRESIDENT, DIRECTOR AND SHAREHOLDER | Na | yes | 06/2003 | Mar 29, 2012 | Sep 13, 2024 |
| BAMBER, BILL | Director | Na | no | 11/2025 | Jan 28, 2026 | Jan 28, 2026 |
| BARNES, KEVIN | Director | Na | no | 11/2025 | Jan 28, 2026 | Jan 28, 2026 |
| CUSTODIO, AMANDA | Director | Na | no | 11/2025 | Jan 28, 2026 | Jan 28, 2026 |
| Keil, Mark, Helmut | OFFICER AND VICE PRESIDENT, CHIEF FINANCIAL OFFICER | Na | no | 07/2021 | Jan 28, 2026 | Jan 28, 2026 |
| MINTZ, KAREN | OFFICER AND VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & ASSOCIATE GENERAL COUNSEL | Na | no | 06/2022 | Jan 28, 2026 | Jan 28, 2026 |
| THOMAS, ROHIT | Director | Na | no | 11/2025 | Jan 28, 2026 | Jan 28, 2026 |
| Coatsworth, Kyle | VICE PRESIDENT, HEAD OF INSTITUTIONAL AND DIRECTOR | Na | no | 06/2023 | Sep 28, 2023 | Sep 13, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| MONTREAL, QUEBEC | n/a | Canada | 3 | no |
| VANCOUVER, BC | n/a | Canada | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 28, 2026 | $19B | $19B | 140 | 49 | 2 | 5 | n/a |
| 2024 | Sep 13, 2024 | $20B | $20B | 151 | 53 | 2 | 6 | $1.2B |
| 2023 | Sep 28, 2023 | $19B | $19B | 146 | 54 | 2 | 6 | $992M |
| 2022 | Sep 22, 2022 | $18B | $18B | 151 | 60 | 2 | 6 | $848M |
| 2021 | Sep 28, 2021 | $24B | $24B | 156 | 58 | 2 | 7 | $1.0B |
| 2020 | Sep 28, 2020 | $22B | $22B | 152 | 64 | 2 | 8 | $1.1B |
| 2019 | Sep 30, 2019 | $25B | $25B | 158 | 57 | 1 | 8 | $1.5B |
| 2018 | Sep 28, 2018 | $26B | $26B | 155 | 50 | 1 | 8 | $1.5B |
| 2017 | Sep 28, 2017 | $26B | $26B | 137 | 50 | n/a | 8 | $1.4B |
| 2016 | Sep 28, 2016 | $23B | $23B | 127 | 47 | n/a | 8 | $1.1B |
| 2015 | Sep 23, 2015 | $21B | $21B | 113 | 47 | n/a | 6 | $299M |
| 2014 | Sep 22, 2014 | $20B | $20B | 106 | 41 | n/a | 6 | $232M |
| 2013 | Sep 26, 2013 | $14B | $14B | 99 | 38 | n/a | 6 | $187M |
| 2012 | Sep 27, 2012 | $10B | $10B | n/a | n/a | n/a | 6 | $137M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $19B | $20B | -3.5% | $18B | 1.5% | 140 | 151 | 2 | 2 |