Guardian Capital Advisors LP

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Assets, Funds, Holdings

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Guardian Capital Advisors LP
CRD #109840
SEC #801-57262
CIK #0001512652
AUM
Employees 46 (41% Investors, 0% Brokers)
Phone416-364-8341
AddressCommerce Crt West, Suite 2700
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Value ($M)
Royal Bank of Canada 63.4
Toronto Dominion Bank 46.5
Bank of Montreal /Can/ 34.1
Bank of Nova Scotia 33.3
Enbridge Inc 32.9
Microsoft Corp 30.7
Canadian National Railway Co 26.8
Canadian Imperial Bank of Commerce /Can/ 21.2
Apple Inc 20.6
Canadian Natural Resources Ltd 20.6
View All
Holdings by Sector ($M)
110088066044022002013201720212025
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2,744 0.7
(b) Individuals (high net worth individuals) 366 0.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 23 0.0
(h) Charitable organizations 17 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 334 0.7
(n) Other 0 0.0
Total 6,623 2.5
By Discretionary
Discretionary 6,623 2.5
Non-Discretionary 0 0.0
Total 6,623 2.5
By Non-United States Persons
Non-United States Persons 2.4
United States Persons 0.0
Total 6,623 2.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001512652]
Related Firms State AUM ($B)
Guardian Capital LP
10.2
Guardian Capital Advisors LP
0.0
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