GUARDIAN CAPITAL PARTNERS

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 07/18/2024
Adviser Type - Large advisory firm
Number of Employees 16 -15.79%
of those in investment advisory functions 16 -15.79%
Registration SEC, Approved, 09/30/2022
AUM* 464,319,682 -0.46%
of that, discretionary 464,319,682 -0.46%
Private Fund GAV* 464,319,682 -0.46%
Avg Account Size 92,863,936 -0.46%
SMA’s No
Private Funds 5
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
466M 400M 333M 267M 200M 133M 67M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$464,319,682

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser LNC PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund551.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV551.1m AUM551.1m #Funds4
Adviser STONE-GOFF PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund567.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV567.5m AUM497.9m #Funds19
Adviser CAPITOL MERIDIAN PARTNERS LP Hedge Fund- Liquidity Fund- Private Equity Fund993.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV993.2m AUM993.2m #Funds13
Adviser STRIDE CONSUMER Hedge Fund- Liquidity Fund- Private Equity Fund535.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV535.3m AUM535.3m #Funds4
Adviser HEARTWOOD PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.3b AUM1.4b #Funds19
Adviser SER CAPITAL PARTNERS MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund561.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV561.6m AUM471.4m #Funds10
Adviser PRINCETON EQUITY GROUP Hedge Fund- Liquidity Fund- Private Equity Fund722.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV722.1m AUM1.4b #Funds6
Adviser CAPITALA PRIVATE ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund398.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV398.9m AUM474.1m #Funds4
Adviser HEP MANAGEMENT CORPORATION Hedge Fund- Liquidity Fund- Private Equity Fund423.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV423.1m AUM420.5m #Funds4
Adviser SEAPORT CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund399.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV399.5m AUM399.5m #Funds7