# Burgess Investment Management and Research

Burgess Investment Management and Research is an Asset Manager based in Toronto, Ontario, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Toronto, Ontario, United States
- **Region:** North America
- **Address:** Indianapolis, IN, United States
- **Founded:** 1978
- **Assets under management:** Undisclosed
- **Website:** burgessinvestment.com

## Regulatory record

- **CRD number:** 297648
- **SEC file number:** 801-113856
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297648

## About

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.

## Sectors

- Value Equity
- Fixed Income

## People

- Dan Burgess — President

## Related profiles

- [Burgess Financial Planning](https://altss.com/profile/burgess-financial-planning)
- [Bush River Trust](https://altss.com/profile/bush-river-trust-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/burgess-investment-management-and-research-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology