Burns Fund
Filings
2
Total offered
—
Total sold
—
Activity
Aug 5, 2025
through Jul 30, 2026
through Jul 30, 2026
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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BURNS J W & CO INC
high CRD 801-13068
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BURNS MATTESON CAPITAL MANAGEMENT, LLC
high CRD 801-61036
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JAMES J. BURNS & COMPANY, LLC
medium CRD 801-66736
Form D filings (2)
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0002034344-26-000002D · Jul 30, 2026 · Pooled Investment FundSold: $85,000,000
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0002034344-25-000003D · Aug 5, 2025 · Pooled Investment FundSold: $60,000,000