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| Guardian Capital Partners Investment Management LP
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|---|---|
| CRD # | 321695 |
| SEC # | 801-126626 |
| CIK # | |
| AUM | 1,189.9 M (2026-03-31) |
| 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 | AUM |
|---|---|---|---|---|
| PE | Guardian Capital Partners Fund IV A LP | [2026-03-31] | 55.6 M | |
| Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Guardian Capital Partners Fund IV LP | [2026-03-31] | 471.9 M | |
| Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Guardian Halo Continuation Fund LP | [2025-03-31] | 300.2 M | |
| Filed 2024-12-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Guardian Capital Partners Fund III A LP | [2019-03-29] | 275.0 M | 137.1 M |
| Filed 2020-07-09 (D/A) · Exemption 506(b), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $532,125 · Revenue Decline to Disclose | ||||
| PE | Guardian Capital Partners Fund III LP | [2019-03-29] | 275.0 M | 2.2 M |
| Filed 2020-07-09 (D/A) · Exemption 506(b), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $532,125 · Revenue Decline to Disclose | ||||
| PE | Guardian Capital Partners Fund III Q LP | [2019-03-29] | 275.0 M | 222.9 M |
| Filed 2020-07-09 (D/A) · Exemption 506(b), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $532,125 · Revenue Decline to Disclose | ||||
| PE | Guardian Capital Partners Fund II LP | [2014-03-31] | 0.0 M | |
| Offered $150,000,000 · Filed 2013-09-20 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining $150,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Guardian Capital Partners Fund II Q LP | [2014-03-31] | 0.0 M | |
| Offered $150,000,000 · Filed 2013-09-20 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining $150,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1,189.9 |
| (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 | 3 | 1,189.9 |
| By Discretionary | ||
| Discretionary | 3 | 1,189.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,189.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,189.9 | |
| Total | 3 | 1,189.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Evans | Executive Officer | 17 | 2 | |
| Peter Haabestad | Executive Officer | 5 | 2 | |
| Hugh Kenworthy III | Executive Officer | 2 | 2 | |
| Guardian Capital Partners Investment Management LP | Promoter | 3 | 1 | |
| Guardian Capital Partners IV GP LP | Executive Officer | 1 | 1 | |
| Guardian Capital Partners IV LLC | Executive Officer | 1 | 1 | |
| Guardian Capital Partners Fund III GP LP | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Private Equity |
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|---|---|---|
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|
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