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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Capital Partners Investment Management LP
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| CRD # | 321695 |
| SEC # | 801-126626 |
| CIK # | |
| AUM | $528.6 M (2025-03-31) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 610-263-0100 |
| Address | 724 W Lancaster Avenue Suite 120 Wayne, PA 19087 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Guardian Halo Continuation Fund LP | [2025-03-31] | 0.0 | 216.4 |
| PE | Guardian Capital Partners Fund III A LP | [2019-03-29] | 275.0 | 118.7 |
| PE | Guardian Capital Partners Fund III LP | [2019-03-29] | 275.0 | 1.9 |
| PE | Guardian Capital Partners Fund III Q LP | [2019-03-29] | 275.0 | 191.5 |
| PE | Guardian Capital Partners Fund II LP | [2014-03-31] | 0.0 | |
| PE | Guardian Capital Partners Fund II Q LP | [2014-03-31] | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 528.6 |
| (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 | 6 | 528.6 |
| By Discretionary | ||
| Discretionary | 6 | 528.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 528.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.6 | |
| Total | 6 | 528.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Scott Evans | 17 | ||
| Peter Haabestad | 5 | ||
| Guardian Capital Partners Investment Management LP | 3 | ||
| Guardian Capital Partners Fund III GP LP | 1 |
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|---|---|---|
|
Solace Capital Partners LP
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|
CA | 0.5 |
|
Emerald Hill Capital Partners Holdings LLC
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CO | 0.5 |
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BP Capital Energy Advisors LLC
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TX | 0.5 |
|
New Silk Route Advisors LP
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NY | 0.5 |
|
Archean Capital Partners II LLC
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PA | 0.5 |
|
BH3 Fund Advisors LLC
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FL | 0.5 |
|
LEP Management LLC
✚
|
UT | 0.5 |
|
4X4 Capital LLC
✚
|
NY | 0.5 |
|
Potentum Partners LP
✚
|
0.5 | |
|
Rizvi Traverse Management LLC
✚
|
FL | 0.5 |