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Burkett Asset Management
Burkett Asset Management was founded in 2015. Kevin Burkett leads portfolio decisions. The firm’s origins in family accounting work shape its emphasis on...
Burkett Asset Management
Burkett Asset Management was founded in 2015. Kevin Burkett leads portfolio decisions. The firm’s origins in family accounting work shape its emphasis on after-tax returns and integrated planning for Canadian business owners. The portfolio centers on public equities. Confirmed holdings have included MercadoLibre since 2017, Intact Financial since late 2023, Enbridge since February 2025, and Stella-Jones since April 2025. The firm has executed full-cycle trades in Choice Properties REIT, Trane Technologies, and Andlauer Healthcare Group. Geographic exposure spans North America with additional equity positions in the United Kingdom and Latin America. Allocations remain in listed securities; private-equity commitments are not pursued. Assets total $375 million. The firm implemented d1g1t’s enterprise wealth-management platform in September 2024 to improve reporting and operations. No additional offices or headcount figures are disclosed. Adjacent structures such as foundations or club memberships are not reported. Investment decisions rest with a single named portfolio manager rather than a committee structure. This concentrates accountability for position sizing and exits on one operator who also maintains direct client relationships.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Region
North America
Country
Canada
City
Victoria
Corporate office
Suite 222, 3561 Shelbourne Street, Victoria, BC, V8P 4G8, Canada
Principals
Kevin Burkett
Partner and Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Burkett Asset Management?
Kevin Burkett serves as Partner and Portfolio Manager and directs all equity selections and exits.
Does Burkett Asset Management participate in fund commitments or only direct deals?
The firm invests exclusively in listed public equities. It does not commit capital to external private-equity or venture funds.
What investment stages does Burkett Asset Management typically target?
All documented positions are in publicly traded equities. No private-company or early-stage investments appear in the record.
Where does the underlying wealth come from?
The firm grew from the Burkett family’s accounting practice and serves other business-owning families with similar profiles.
How does Burkett Asset Management source proprietary deal flow?
No separate sourcing channel is described. Equity ideas are generated through internal research on listed companies.
Is Burkett Asset Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving multiple business-owning families through discretionary equity mandates.
What is Burkett Asset Management's known posture on co-investments alongside external GPs?
The firm does not pursue private co-investments or limited-partner commitments to external managers.
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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