Guardian Capital Partners Investment Management, L.P.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 3
- Avg AUM / client
- $397M
- Accounts
- 3
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.2B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $464M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Guardian Capital Partners Fund Iii (Q), L.P. | Private Equity Fund | Delaware | $211M | 56 |
| Guardian Capital Partners Fund Iii (A), L.P. | Private Equity Fund | Delaware | $130M | 12 |
| Guardian Capital Partners Fund Ii (Q), L.P. | Private Equity Fund | Delaware | $69.4M | 22 |
| Guardian Capital Partners Fund Ii, L.P. | Private Equity Fund | Delaware | $51.1M | 88 |
| Guardian Capital Partners Fund Iii, L.P. | Private Equity Fund | Delaware | $2.1M | 10 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evans, Scott, Douglas | Limited Partner | Aug 2013 (13y) | ≈ 0% – 3.75% via Guardian Capital Partners Ii, Llc | |
| Haabestad, Peter, Henry | Limited Partner | Aug 2013 (13y) | ≈ 0% – 3.75% via Guardian Capital Partners Ii, Llc | |
| Stott, Janet, Lois | Chief Compliance Officer | Aug 2013 (13y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guardian Capital Partners Ii, Llc | General Partner | Aug 2013 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evans, Scott, Douglas: 50% – 75% of Guardian Capital Partners Ii, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Haabestad, Peter, Henry: 50% – 75% of Guardian Capital Partners Ii, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $464M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Guardian Capital Partners Fund Iii (Q), L.P. | Private Equity Fund | $211M | $100K | 56 |
| Guardian Capital Partners Fund Iii (A), L.P. | Private Equity Fund | $130M | $184K | 12 |
| Guardian Capital Partners Fund Ii (Q), L.P. | Private Equity Fund | $69.4M | $50.0K | 22 |
| Guardian Capital Partners Fund Ii, L.P. | Private Equity Fund | $51.1M | $25.0K | 88 |
| Guardian Capital Partners Fund Iii, L.P. | Private Equity Fund | $2.1M | $50.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PORTFOLIO MONITORING AND TRANSACTION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗