Guardian Capital Advisors LP

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Guardian Capital Advisors LP
CRD #109840
SEC #801-57262
CIK #0001512652
AUM $2.5 BB (2024-03-26)
Employees 46 (41% Investors, 0% Brokers)
Phone416-364-8341
AddressCommerce Crt West, Suite 2700
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
RY 136,439.1 55.8
TD 118,714.7 40.1
BMO 62,776.1 31.0
MSFT 1,918,222.4 30.4
BNS 71,185.7 29.3
ENB 86,202.3 28.3
CNI 76,730.1 26.6
CNQ 64,400.5 21.1
AAPL 2,382,844.0 20.9
JPM 340,169.2 20.4
View All
Holdings by Sector ($MM)
110088066044022002013201720212025
AUM Breakdown Accounts AUM ($BB)
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 - 2024
13F-HR [0001512652]
Related Firms State AUM ($BB)
Guardian Capital LP
11.6
Guardian Capital Advisors LP
2.5
Comparable Firms State AUM ($BB)
Leavell Investment Management Inc
AL 2.5
Urban Investment Advisors Inc
CA 2.5
Advisor Resource Council
TX 2.5
Summitry LLC
CA 2.5
Vista Capital Partners Inc
OR 2.4
Alphacore Capital LLC
CA 2.4
Gibson Capital LLC
PA 2.4
Visionary Wealth Advisors LLC
MO 2.4
Nutter Investment Advisors Limited Partnership
MA 2.4
Retirement Income Solutions Inc
MI 2.4
Terms | Privacy | Guide
tony@aum13f.com