0001268624-15-000001.txt : 20150113
0001268624-15-000001.hdr.sgml : 20150113
20150113103548
ACCESSION NUMBER: 0001268624-15-000001
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(1)
ITEM INFORMATION: Section 3(c)(7)
FILED AS OF DATE: 20150113
DATE AS OF CHANGE: 20150113
EFFECTIVENESS DATE: 20150113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO
CENTRAL INDEX KEY: 0001268624
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 0630
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-59885
FILM NUMBER: 15523889
BUSINESS ADDRESS:
STREET 1: 181 BAY STREET
STREET 2: SUITE 4510 PO BOX 778
CITY: TORONTO
STATE: A6
ZIP: M5J 2T3
BUSINESS PHONE: 416-869-3222
MAIL ADDRESS:
STREET 1: 181 BAY STREET
STREET 2: SUITE 4510 PO BOX 778
CITY: TORONTO
STATE: A6
ZIP: M5J 2T3
D/A
1
primary_doc.xml
X0707
D/A
LIVE
0001268624
BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO
181 BAY STREET
SUITE 4510
TORONTO
A6
ONTARIO, CANADA
M5J 2T3
416-869-3222
DELAWARE
None
None
Business Trust
true
INVESTMENT MANAGER OF ISSUER
BURGUNDY ASSET MANAGEMENT, LTD
181 BAY STREET
SUITE 4510
TORONTO
A6
ONTARIO, CANADA
M5J 2T3
Promoter
Burgundy Asset Management Ltd. is the Investment Manager of the Issuer.
CUSTODIAL TRUSTEE
THE NORTHERN TRUST COMPANY
50 SOUTH LASALLE STREET
CHICAGO
IL
ILLINOIS
60675
Director
Custodial Trustee of the Issuer.
DELAWARE TRUSTEE
WILMINGTON TRUST COMPANY
1100 NORTH MARKET STREET
WILMINGTON
DE
DELAWARE
19890
Director
Delaware Trustee of the Issuer.
Pooled Investment Fund
Other Investment Fund
false
Decline to Disclose
- 06b
- 3C
- 3C.1
- 3C.7
true
0001268624-14-000001
2003-11-03
true
true
false
0
C.P. Eaton & Associates
31170
None
None
131 Rowayton Avenue
Rowayton
CT
CONNECTICUT
06853
All States
false
Indefinite
242821987
Indefinite
THE OFFERING IS AN ONGOING OFFERING, WITHOUT A CAP, AND THEREFORE IS AN INDEFINITE AMOUNT. THE TOTAL AMOUNT SOLD IS BASED ON INITIAL INVESTMENTS IN THE ISSUER AND DOES NOT REFLECT REDEMPTIONS, APPRECIATION OR DEPRECIATION.
false
82
0
0
SALES COMPENSATION AGREEMENT WITH C.P. EATON & ASSOCIATES HAS BEEN TERMINATED BUT IS STILL ENTITLED TO RECEIVE COMMISSIONS FOR INVESTMENTS SOLICITED BY THEM. INVESTMENT MANAGER SHALL BEAR ALL SALES COMMISSION EXPENSES PAID IN CONNECTION WITH THE OFFERING.
0
true
BURGUNDY ASSET MANAGEMENT LTD. IS ENTITLED TO A PERIODIC FEE FOR ITS INVESTMENT MANAGEMENT SERVICES IN ACCORDANCE WITH THE ORGANIZATIONAL DOCUMENTS OF THE ISSUER.
false
BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO
/s/ Jennifer Dunsdon
Jennifer Dunsdon
Chief Operating Officer
2015-01-13