Investor · Fund
Burgundy Funds, DST Small/MID CAP Portfolio
Burgundy Funds, DST Small/MID CAP Portfolio is a real estate fund domiciled in the United States, with $0.14 bn of gross assets, managed by Burgundy Asset Management Ltd., one of its 4 funds in the data.
Other funds of Burgundy Asset Management Ltd.
3 more funds managed by Burgundy Asset Management Ltd., which has $19.1 bn of regulatory assets under management across all asset classes.
Facts
| Fact | Value | Source |
|---|---|---|
| Name in the source | BURGUNDY FUNDS, DST SMALL/MID CAP PORTFOLIO | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Location | Delaware | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Manager | Burgundy Asset Management Ltd. | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Assets under management | $0.14 bn (as of 13 Sept 2024) | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
| Strategy | real estate | SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026 |
Research on Burgundy Funds, DST Small/MID CAP Portfolio.Its real-asset holdings and recent deals, and an introduction to the team: on request.
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- U.S. Securities and Exchange Commission. SEC adviser reports (Form ADV), Public domain.