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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.

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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

TypeClientsAUM
Investment companies2$54.0M
Pooled investment vehicles73$6.66B
Pension/profit sharing plans21$1.09B
Charitable organizations16$160.0M
State/municipal entities7$1.41B
Other investment advisers4$228.9M
Insurance companies6$339.9M
Corporations/business entities8$571.4M

All web addresses on file

Official SEC filing: View on IAPD