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| Guardian Capital LP
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|---|---|
| CRD # | 105078 |
| SEC # | 801-56081 |
| CIK # | 0001838065, 0001224324 |
| AUM | $11.6 BB (2024-06-25) |
| Employees | 75 (44% Investors, 0% Brokers) |
| Phone | 416-364-8341 |
| Address | Commerce Ct W, Suite 2700 Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| BMO | 62.8 | 0.2 | |
| RY | 136.4 | 0.2 | |
| OTEX | 10.3 | 0.1 | |
| CNQ | 64.4 | 0.1 | |
| SU | 51.7 | 0.1 | |
| BN | 0.1 | ||
| AEM | 22.1 | 0.1 | |
| QSR | 15.2 | 0.1 | |
| CP | 65.2 | 0.1 | |
| TU | 30.6 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Guardian Capital Investment LP | [2021-03-31] | 32.9 | 36.7 |
| HF | Guardian Aurora Emerging Markets Equity Fund Cayman Unit Trust | 2012-03-30 | 13.0 | |
| HF | Guardian Aurora Emerging Markets Equity Fund LP | 2012-03-30 | 4.0 | |
| HF | Guardian Aurora Master Fund LP | 2012-03-30 | 16.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 4 | 3.3 |
| (g) Pension and profit sharing plans | 22 | 1.3 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 7 | 1.8 |
| (j) Other investment advisers | 13 | 4.0 |
| (k) Insurance companies | 7 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.6 |
| (n) Other | 5 | 0.1 |
| Total | 211 | 11.6 |
| By Discretionary | ||
| Discretionary | 211 | 11.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 11.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.5 | |
| United States Persons | 0.1 | |
| Total | 211 | 11.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Matthew Turner | 19 | ||
| George Mavroudis | 1 | ||
| Donald Yi | 1 | ||
| Verner Christensen | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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 ($BB) |
|---|---|---|
|
Guardian Capital LP
✚
|
11.6 | |
|
Guardian Capital Advisors LP
✚
|
2.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
G10 Capital Limited
✚
|
13.0 | |
|
SIT Fixed Income Advisors II LLC
✚
|
MN | 12.3 |
|
Wellington Management Hong Kong Limited
✚
|
11.8 | |
|
Chartwell Investment Partners LLC
✚
|
PA | 11.4 |
|
Neuberger Berman Canada ULC
✚
|
11.2 | |
|
Caledonia Private Investments PTY Limited
✚
|
11.0 | |
|
Williams Jones Wealth Management LLC
✚
|
NY | 10.6 |
|
Zacks Investment Management Inc
✚
|
IL | 10.6 |
|
Gamco Asset Management Inc
✚
|
NY | 10.4 |
|
Gardner Russo & Quinn LLC
✚
|
PA | 10.1 |