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Guardian Partners Inc. logo

Guardian Partners Inc.

TORONTO, ONTARIO

Form ADV and provider website profile · CRD 324189 · regulatory data as of the latest available filing

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Guardian Partners Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$3.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,089Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$3.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameGUARDIAN PARTNERS INC.

CRD number324189

Firm foundedNot reported

SEC registration dateNov 21, 2024

Employees76

Advisory professionals30

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

COMMERCE COURT WEST, 199 BAY STREET,, TORONTO, ONTARIO, M5L 1E8

416.840.8001

https://www.guardiancapital.com/gpi/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$3.3B

As of latest report

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth40.8%$1.3B
Corporations26.4%$868M
Individuals21.3%$703M
Other Pooled Vehicles9.5%$313M
Charities0.8%$27M
Retirement Plans0.6%$21M

Percentages and AUM are shown from the same reported Form ADV client-type records.