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SEC Form D · Amendment · filed January 24, 2025

Burgundy Funds DST Small/Mid Cap Portfolio

Offering
Sold
$199.3M
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 (8)

Delaware Trustee Wilmington Trust Company · WILMINGTON, DEDirectorInvestment Manager of Issuer Burgundy Asset Management Ltd · Toronto, Ontario, CanadaPromoterCustodial Trustee The Northern Trust Company · Chicago, ILDirectorKeli Xiao · RED BANK, NJPromoterDelaware Trustee Wilmington Trust Company · Wilmington, DEDirectorJian Sun · RED BANK, NJDirectorWilliam Hunt · RED BANK, NJDirectorRichard Hunt · RED BANK, NJPromoter

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