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GUARDIAN CAPITAL LP
CRD 105078File 801-56081
APPROVED
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.68B
Top 10% of cohort (national)
Discretionary AUM
$10.68B
Clients
137
218 accounts
Employees
90
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 7, 1998
- Principal office
- COMMERCE CT W, SUITE 2700, 199 BAY STREET, TORONTO, ONTARIO, M5L 1E8
- Phone
- 416-364-8341
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.68B
- Discretionary AUM
- $10.68B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 218
- Non-discretionary accounts
- 0
- Total accounts
- 218
- AUM per client
- $78.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $571.4M |
| Insurance companies | 6 | $339.9M |
| Investment companies | 2 | $54.0M |
| Charitable organizations | 16 | $160.0M |
| Other investment advisers | 4 | $228.9M |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 73 | $6.66B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 21 | $1.09B |
| State or municipal government entities | 7 | $1.41B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 143 | 137 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.