# BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.

BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. of TORONTO, ONTARIO is an SEC-registered investment adviser.

## Registration

- CRD: 297648
- Type: SEC-registered investment adviser
- SEC file number: 801-113856
- Location: 120 ADELAIDE STREET WEST, SUITE 2500, TORONTO, ONTARIO, M5H 1T1
- Phone: 416 622 0466
- Latest filing: 2026-03-30
- Regulatory AUM: $144.2M
- Discretionary AUM: $142.3M
- Non-discretionary AUM: $1.8M
- Clients: 3
- Accounts: 411

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Ward Burgess | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BURGESS GREGORY WARD | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297648/similar
- Related entities: https://search.stillhousedata.com/firm/297648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297648

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.