GUARDIAN CAPITAL PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$397M
Accounts
3
Employees
17
Advisory reps
3

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
321695
Registered since
September 30, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Guardian Capital Partners is a limited partnership that functions as a private equity fund sponsor and manager focused on pooled investment vehicles for institutional clients. The firm registers investment activity around managing and advising private funds rather than serving individual retail investors. Guardian Capital Partners operates with a fee mix that includes percentage-of-AUM and performance-based fees and has additional fee arrangements classified as other. Their advisory role centers on portfolio management for pooled vehicles while also acting as sponsor, general partner, and managing member of those vehicles. The firm is not positioned as a capital allocator to outside strategies; instead, it structures and runs private equity funds directly. Guardian Capital Partners is not an active ESG investor, and it does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JANET STOTT

    Chief Financial Officer & Chief Compliance OfficerCRD 1798139

Contacts

2 of 2
  • PETER HAABESTAD

    Managing PartnerCRD 4861374

  • SCOTT EVANS

    Managing PartnerCRD 6040173

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
724 Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth