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SEC Form D · Amendment · filed January 27, 2023

BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO

Offering
—
Sold
$416.4M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
TORONTO, Ontario, Canada
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (9)

Investment Manager Of Issuer Burgundy Asset Management, Ltd · TORONTO, Ontario, CanadaPromoterDelaware Trustee Wilmington Trust Company · WILMINGTON, DEDirectorCustodial Trustee The Northern Trust Company · CHICAGO, ILDirectorAlan Lewis · Centerville, UTPromoterVincent Labarbara · RED BANK, NJDirectorMark Fagan · Grand Cayman, Cayman IslandsDirectorDamon Testaverde · RED BANK, NJDirectorYolanda Mccoy · Grand Cayman, Cayman IslandsDirectorBronwyn Wright · Dublin, IrelandPromoter

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗