GUARDIAN CAPITAL PARTNERS

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Adviser Profile
As of Date 07/18/2024
Adviser Type - Large advisory firm
Number of Employees 16 -15.79%
of those in investment advisory functions 16 -15.79%
Registration SEC, Approved, 09/30/2022
AUM* 464,319,682 -0.46%
of that, discretionary 464,319,682 -0.46%
Private Fund GAV* 464,319,682 -0.46%
Avg Account Size 92,863,936 -0.46%
SMA’s No
Private Funds 5
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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$464,319,682

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