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.

Adviser

BURGUNDY ASSET MANAGEMENT LTD.CRD 114317

Fund type

DELAWARE STATUTORY TRUST

Latest reported GAV

$188Mgross asset value on Schedule D 7.B(1), as of 2026-01-28; never fund size

Peak reported GAV

$320M

Beneficial owners

17

Minimum investment

$1.0M

Owned by the adviser

100%

Owned by funds of funds

0%

Owned by non-US persons

100%

Clients solicited

yes

Form D file number

021-171910an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 29, 2012

Last reported

Jan 28, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

39

Fund id

805-8939952586

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c2b98d29-e73f-4d32-c540-5835750d9fb0

First observed

Mar 29, 2012

Last observed

Jan 28, 2026 7 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.