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| Guardian Capital LP
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|---|---|
| CRD # | 105078 |
| SEC # | 801-56081 |
| CIK # | 0001838065, 0002083963, 0001224324 |
| AUM | 10.68 B (2026-03-31) |
| Employees | 90 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 416-364-8341 |
| Address | Commerce Ct W, Suite 2700 Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Bank of Canada | 0.3 | ||
| Canadian Natural Resources Ltd | 0.2 | ||
| Agnico Eagle Mines Ltd | 0.2 | ||
| Toronto Dominion Bank | 0.1 | ||
| Suncor Energy Inc | 0.1 | ||
| Brookfield Asset Management Inc | 0.1 | ||
| CGI Group Inc | 0.1 | ||
| Open Text Corp | 0.1 | ||
| Canadian Pacific Railway Ltd/Cn | 0.1 | ||
| Bank of Montreal /Can/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Guardian Capital Investment LP | [2021-03-31] | 32.9 M | 36.7 M |
| Filed 2021-12-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| HF | Guardian Aurora Emerging Markets Equity Fund Cayman Unit Trust | 2012-03-30 | 13.0 M | |
| HF | Guardian Aurora Emerging Markets Equity Fund LP | 2012-03-30 | 4.0 M | |
| HF | Guardian Aurora Master Fund LP | 2012-03-30 | 16.9 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 73 | 6.7 |
| (g) Pension and profit sharing plans | 21 | 1.1 |
| (h) Charitable organizations | 16 | 0.2 |
| (i) State or municipal government entities | 7 | 1.4 |
| (j) Other investment advisers | 4 | 0.2 |
| (k) Insurance companies | 6 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.6 |
| (n) Other | 6 | 0.2 |
| Total | 218 | 10.7 |
| By Discretionary | ||
| Discretionary | 218 | 10.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 10.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.6 | |
| United States Persons | 0.1 | |
| Total | 218 | 10.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Turner | Executive Officer | 21 | 3 | |
| George Mavroudis | Executive Officer | 1 | 1 | |
| Verner Christensen | Executive Officer | 1 | 1 | |
| Donald Yi | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001224324] | |
| SC 13G | [0001224324] | |
| D | [0001838065] | |
| 13F-HR | [0002083963] |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $12.7B |
| Clients | 28 (99 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 549300F70RYK3Z5ZPU58 |
| Related Firms | State | AUM |
|---|---|---|
|
Guardian Capital LP
✚
|
10.68 B | |
|
Guardian Capital Advisors LP
✚
|
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|
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|
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|
Clearbridge Investment Management Limited
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|
9,892.9 M | |
|
SpiderRock Advisors LLC
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