The Raelipskie Partnership
Firm details
- Headquarters
- Waterloo,
- CRD number
- 327652
- Registered since
- October 19, 2023
- Website
- raelipskie.com
- Custodians
- NBIN INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.97%
- Charitable Organizations10.11%
- Individuals9.27%
- Pension & Profit Sharing Plans7.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
The Raelipskie Partnership is a corporate-structured registered investment adviser that began SEC registration in 2023 and serves both individual/family and institutional clients. It operates as a capital allocator and charges fees as a percentage of assets under management. Core advisory services include discretionary portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. The firm identifies as an active ESG investor and also participates on the sponsor/GP side of pooled investment vehicles. Ownership is reported as a mix of a foreign entity and an individual. The firm is not classified into a traditional advisor bucket on public filings and does not describe itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities35%
- Investment Grade Corp Bonds34%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities3%
Owners & executives
2 of 2Francis Mercuri
Chief Financial OfficerCRD 7791965

Jatinder Banwait
Chief Compliance OfficerCRD 6659113
Contacts
3 of 3Matthew Turner
Managing Director, General CounselCRD 5551034
George Mavroudis
Board DirectorCRD 4853652
Brian Lipskie
CRD 8340780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waterloo, null
Location
Waterloo, null
Headquartered in Waterloo, null.
- Address
- 20 Erb St W
- Office locations
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