GUARDIAN CAPITAL PARTNERS

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Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 17 -10.53%
of those in investment advisory functions 12 -36.84%
Registration SEC, Approved, 09/30/2022
AUM* 528,557,993 13.31%
of that, discretionary 528,557,993 13.31%
Private Fund GAV* 528,557,993 13.83%
Avg Account Size 88,092,999 -5.57%
SMA’s No
Private Funds 6 1
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

466M 400M 333M 267M 200M 133M 67M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$528,557,993

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