Guardian Partners Inc.
TORONTO, ONTARIO
Form ADV and provider website profile · CRD 324189 · regulatory data as of the latest available filing
This profile compiles reported firm AUM, regulatory account 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.
3,089Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$3.3BTotal Firm AUM
$3.3BDiscretionary AUM
$0Non-discretionary AUM
3,089Total accounts
3,089Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$3.3BFirm AUM
High-Net-Worth40.8%
Corporations26.4%
Individuals21.3%
Other Pooled Vehicles9.5%
Charities0.8%
Retirement Plans0.6%
Other investment advisers0.6%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth40.8%
522 clients$1.3B firm assets
Corporations26.4%
310 clients$868M firm assets
Individuals21.3%
2,174 clients$703M firm assets
Other Pooled Vehicles9.5%
4 clients$313M firm assets
Charities0.8%
19 clients$27M firm assets
Retirement Plans0.6%
22 clients$21M firm assets
Other investment advisers0.6%
0 clients$19M firm assets
Reported total3,051 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $1.3B | 522 | 40.8% |
| Corporations | $868M | 310 | 26.4% |
| Individuals | $703M | 2,174 | 21.3% |
| Other Pooled Vehicles | $313M | 4 | 9.5% |
| Charities | $27M | 19 | 0.8% |
| Retirement Plans | $21M | 22 | 0.6% |
| Other investment advisers | $19M | 0 | 0.6% |
| Reported total | $3.3B | 3,051 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…