Guardian Partners Inc.

RIASEC RegisteredEst. 2024

Total AUM

$3.3B

Discretionary

$3.3B

100% of AUM

Avg account

$1.1M

Accounts

3,089

Employees

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 324189
Registered since: November 21, 2024
Custodians: INDEPENDENT BANK, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM
Client types: HNWI40.76%
Corporations / Businesses26.36%
Individuals21.33%
Pooled Investment Vehicles9.51%
Charitable Organizations0.82%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Guardian Partners Inc. is an independent registered investment adviser that began SEC registration in 2024 and operates as a corporation with mixed ownership that includes a foreign entity and an individual. The firm describes itself as a capital allocator serving both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory mandate spans discretionary portfolio management for individuals, pooled investment vehicles, businesses and institutions, and the selection of third‑party advisers. Guardian Partners does not identify as an active ESG investor and appears to operate from a single‑state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Private Funds32%
Investment Grade Corp Bonds10%
Cash & Cash Equivalents7%
Public Funds/Mutual Funds1%

Owners & executives

3 of 3

Donald Yi
Chief Financial OfficerCRD 6473842
Francis Mercuri
Chief Financial OfficerCRD 7791965
Margo Forster Pazienza
Chief Compliance OfficerCRD 7686648

Contacts

3 of 10

Andrew Christodoulou
Managing DirectorCRD 6049704
Matthew Turner
Managing Director, General CounselCRD 5551034
Anthony Messina
Managing Director & Head of Private Wealth ManagementCRD 6777506