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| Guardian Capital LP
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|---|---|
| CRD # | 105078 |
| SEC # | 801-56081 |
| CIK # | 0001838065, 0001224324 |
| AUM | $10.2 B (2025-03-31) |
| Employees | 77 (43% Investors, 0% Brokers) |
| Phone | 416-364-8341 |
| Address | Commerce Ct W, Suite 2700 Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Bank of Montreal /Can/ | 0.2 | ||
| Royal Bank of Canada | 0.2 | ||
| Open Text Corp | 0.1 | ||
| Agnico Eagle Mines Ltd | 0.1 | ||
| Brookfield Asset Management Inc | 0.1 | ||
| Canadian Imperial Bank of Commerce /Can/ | 0.1 | ||
| CGI Group Inc | 0.1 | ||
| Restaurant Brands International Inc | 0.1 | ||
| Canadian Natural Resources Ltd | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Guardian Capital Investment LP | [2021-03-31] | 32.9 | 36.7 |
| HF | Guardian Aurora Emerging Markets Equity Fund Cayman Unit Trust | 2012-03-30 | 13.0 | |
| HF | Guardian Aurora Emerging Markets Equity Fund LP | 2012-03-30 | 4.0 | |
| HF | Guardian Aurora Master Fund LP | 2012-03-30 | 16.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 64 | 6.1 |
| (g) Pension and profit sharing plans | 19 | 1.0 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 7 | 1.7 |
| (j) Other investment advisers | 7 | 0.2 |
| (k) Insurance companies | 7 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.4 |
| (n) Other | 6 | 0.2 |
| Total | 222 | 10.2 |
| By Discretionary | ||
| Discretionary | 222 | 10.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 0.2 | |
| Total | 222 | 10.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Matthew Turner | 21 | ||
| George Mavroudis | 1 | ||
| Verner Christensen | 1 | ||
| Donald Yi | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001224324] | |
| SC 13G | [0001224324] | |
| D | [0001838065] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Guardian Capital LP | MarketAxess Holdings Inc | [2023-02-15] |
| Guardian Capital LP | Celestica Inc | [2020-02-14] |
| Guardian Capital LP | Mitel Networks Corp | [2017-02-14] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Guardian Capital LP
✚
|
10.2 | |
|
Guardian Capital Advisors LP
✚
|
0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Williams Jones Wealth Management LLC
✚
|
NY | 11.6 |
|
Gamco Asset Management Inc
✚
|
CT | 11.5 |
|
Winton Capital Management Ltd
✚
|
10.1 | |
|
Churchill Management Corp
✚
|
CA | 10.1 |
|
Pinnacle Associates Ltd
✚
|
NY | 9.9 |
|
Ruane Cunniff & Goldfarb LP
✚
|
NY | 9.4 |
|
Cullen Capital Management LLC
✚
|
NY | 9.1 |
|
Gardner Russo & Quinn LLC
✚
|
PA | 9.0 |
|
Millburn Ridgefield LLC
✚
|
NY | 9.0 |
|
Conestoga Capital Advisors LLC
✚
|
PA | 8.8 |