GUARDIAN CAPITAL PARTNERS
Firm details
- Headquarters
- WAYNE, Pennsylvania
- CRD number
- 321695
- Registered since
- September 30, 2022
- Website
- www.guardiancp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JANET STOTT
Chief Financial Officer & Chief Compliance OfficerCRD 1798139
Contacts
2 of 2PETER HAABESTAD
Managing PartnerCRD 4861374
SCOTT EVANS
Managing PartnerCRD 6040173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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