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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Capital LLC
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| CRD # | 156015 |
| SEC # | 801-131430 |
| CIK # | 0001838065, 0001224324 |
| AUM | $102.6 M (2025-05-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 724-934-3050 |
| Address | 109 Vip Drive Wexford, PA 15090 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Bank of Montreal /Can/ | 0.2 | ||
| Royal Bank of Canada | 0.2 | ||
| Open Text Corp | 0.1 | ||
| Agnico Eagle Mines Ltd | 0.1 | ||
| Brookfield Asset Management Inc | 0.1 | ||
| Canadian Imperial Bank of Commerce /Can/ | 0.1 | ||
| CGI Group Inc | 0.1 | ||
| Restaurant Brands International Inc | 0.1 | ||
| Canadian Natural Resources Ltd | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 58.7 |
| (b) Individuals (high net worth individuals) | 26 | 43.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 102.6 |
| By Discretionary | ||
| Discretionary | 269 | 102.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 269 | 102.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.6 | |
| Total | 269 | 102.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001224324] | |
| SC 13G | [0001224324] | |
| D | [0001838065] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Guardian Capital LP | MarketAxess Holdings Inc | [2023-02-15] |
| Guardian Capital LP | Celestica Inc | [2020-02-14] |
| Guardian Capital LP | Mitel Networks Corp | [2017-02-14] |
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