TORONTO, ONTARIOCRD 105078Latest ADV March 31, 2026
Guardian Capital LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 31, 2026, reports $10.7B in regulatory assets under management, 90 employees, and 218 accounts.
Assets Under Management
$10.7B
Employees
90
Offices
--
Total Clients
143
Primary office
TORONTO, ONTARIO
COMMERCE CT W, SUITE 2700, 199 BAY STREET, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 51.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
51.0%
73
2
Pension Plans
14.7%
21
3
Charitable
11.2%
16
4
Corporations
5.6%
8
5
Government
4.9%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.7Bas of March 31, 2026
Discretionary100.0%
$10.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$10.7B
Total Accounts218
10Y AUM Change$-8.3B (-43.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees90
Clients per Employee2:1
10Y Employee Change+29 (+47.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.