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GUARDIAN CAPITAL LP
CRD 105078 · SEC 801-56081
Advisory firmLP
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
COMMERCE CT W, SUITE 2700, 199 BAY STREET, TORONTO, ONTARIO, M5L 1E8, Canada
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.68B
Discretionary AUM
$10.68B
Team
90 total employees; 38 advisory reps; 28 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $54.0M |
| Pooled investment vehicles | 73 | $6.66B |
| Pension/profit sharing plans | 21 | $1.09B |
| Charitable organizations | 16 | $160.0M |
| State/municipal entities | 7 | $1.41B |
| Other investment advisers | 4 | $228.9M |
| Insurance companies | 6 | $339.9M |
| Corporations/business entities | 8 | $571.4M |
All web addresses on file
Official SEC filing: View on IAPD