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Burgess Investment Management and Research
Burgess Investment Management and Research Inc. is an SEC-registered investment adviser in Toronto, Ontario, registered since 2018. The firm manages $144...
Burgess Investment Management and Research
Burgess Investment Management and Research Inc. is an SEC-registered investment adviser in Toronto, Ontario, registered since 2018. The firm manages $144 million in regulatory assets, with $142 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1978
Location
Region
North America
Country
United States
City
Toronto, Ontario
Corporate office
Indianapolis, IN, United States
Principals
Dan Burgess
President
Sector focus
Frequently asked questions
What is Burgess Investment Management and Research?
Burgess Investment Management and Research is a asset manager headquartered in Toronto, Ontario, United States.
When was Burgess Investment Management and Research founded?
Burgess Investment Management and Research was founded in 1978.
Where is Burgess Investment Management and Research headquartered?
Burgess Investment Management and Research is headquartered in Toronto, Ontario, United States, in the North America region.
What does Altss track for Burgess Investment Management and Research?
Altss maintains an OSINT-verified profile of Burgess Investment Management and Research covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Burgess Investment Management and Research's website?
Burgess Investment Management and Research's public website is burgessinvestment.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Burgess Investment Management and Research?
Burgess Investment Management and Research is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Burgess Investment Management and Research?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Burgess Investment Management and Research's Altss profile last updated?
Burgess Investment Management and Research's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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