Guardian Capital Lp
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 105078
· SEC file 801-56081
· Toronto, Ontario
· www.guardiancapitalfunds.com
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ADV data as of Jul 17, 2026
- Regulatory AUM
- $10.7B
- Discretionary
- $10.7B
- Clients
- 143
- Avg AUM / client
- $74.7M
- Accounts
- 218
- Employees
- 90
AUM over time
$10.2B
$19.9B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Investments (13F portfolio — 177 positions, $3,782,903,251)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Royal Bk Cda | COM | $275,085,018 | 1,707,110 | 7.27% | 2.58% |
| 2 | Canadian Nat Res Ltd Med Ter | COM | $167,906,130 | 3,453,521 | 4.44% | 1.57% |
| 3 | Agnico Eagle Mines Ltd | COM | $165,666,644 | 818,770 | 4.38% | 1.55% |
| 4 | Toronto Dominion Bk Ont | COM NEW | $121,186,393 | 1,301,737 | 3.2% | 1.13% |
| 5 | Suncor Energy Inc New | COM | $118,100,016 | 1,791,267 | 3.12% | 1.11% |
| 6 | Brookfield Corp | CL A LTD VT SH | $111,152,851 | 2,751,807 | 2.94% | 1.04% |
| 7 | Cgi Inc | CL A SUB VTG | $103,670,745 | 1,422,593 | 2.74% | 0.97% |
| 8 | Open Text Corp | COM | $101,530,459 | 4,570,672 | 2.68% | 0.95% |
| 9 | Canadian Pacific Kansas City | COM | $95,927,740 | 1,222,910 | 2.54% | 0.9% |
| 10 | Bank Montreal Medium | COM | $91,900,976 | 680,673 | 2.43% | 0.86% |
| 11 | Mda Space Ltd | COM | $89,838,806 | 3,557,734 | 2.37% | 0.84% |
| 12 | Apple Inc | COM | $84,940,467 | 334,688 | 2.25% | 0.8% |
| 13 | Boyd Group Services Inc | COM | $78,470,334 | 616,641 | 2.07% | 0.73% |
| 14 | Canadian Imperial Bank Of Co | COM | $77,761,085 | 823,115 | 2.06% | 0.73% |
| 15 | Restaurant Brands Intl Inc | COM | $72,252,809 | 979,526 | 1.91% | 0.68% |
| 16 | Broadcom Inc | COM | $69,620,560 | 224,938 | 1.84% | 0.65% |
| 17 | Enbridge Inc | COM | $66,999,921 | 1,240,899 | 1.77% | 0.63% |
| 18 | Gildan Activewear Inc | COM | $66,561,138 | 1,199,037 | 1.76% | 0.62% |
| 19 | Microsoft Corp | COM | $64,973,349 | 175,523 | 1.72% | 0.61% |
| 20 | Costco Wholesale Corporation | COM | $64,624,464 | 64,856 | 1.71% | 0.61% |
| 21 | Shopify Inc | CL A SUB VTG SHS | $61,957,318 | 523,837 | 1.64% | 0.58% |
| 22 | Williams Cos Inc | COM | $60,446,119 | 830,532 | 1.6% | 0.57% |
| 23 | Alphabet Inc | CAP STK CL A | $56,955,284 | 198,064 | 1.51% | 0.53% |
| 24 | Asml Hldg Nv | N Y REGISTRY SHS | $50,354,002 | 38,123 | 1.33% | 0.47% |
| 25 | Manulife Finl Corp | COM | $50,321,099 | 1,465,476 | 1.33% | 0.47% |
Top 25 of 177 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | Fewer than 5 clients | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Investment companies | 2 | $54.0M | 0.51% |
| Pooled investment vehicles (non-investment companies) | 73 | $6.7B | 62.4% |
| Pension and profit sharing plans | 21 | $1.1B | 10.2% |
| Charitable organizations | 16 | $160M | 1.5% |
| State or municipal government entities | 7 | $1.4B | 13.2% |
| Other investment advisers | 4 | $229M | 2.14% |
| Insurance companies | 6 | $340M | 3.18% |
| Corporations and other businesses | 8 | $571M | 5.35% |
| Other | 6 | $160M | 1.5% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mavroudis, George | Director, Chief Executive Officer | Apr 2008 (18y) | Less than 5% | |
| Yi, Donald | Director, Chief Financial Officer | Mar 2014 (12y) | Less than 5% | |
| Britnell, Richard, David | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Turner, Matthew, Dean | Director, General Counsel & Secretary | May 2023 (3y) | Less than 5% | |
| Christodoulou, Andrew, Michael | Shareholder | Jun 2024 (2y) | ≈ 4.69% – 25% via Minic Investments Limited | |
| Christodoulou, Nicholas | Shareholder | Jun 2024 (2y) | ≈ 4.69% – 25% via Minic Investments Limited | |
| Christodoulou, Stephanie, Diana | Shareholder | Jun 2024 (2y) | ≈ 4.69% – 25% via Minic Investments Limited | |
| Chryssafou Christodoulou, Dimitris Stavros | Shareholder | Jun 2024 (2y) | ≈ 4.69% – 25% via Minic Investments Limited |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guardian Capital Group Limited | Limited Partner | Jan 2004 | A | 75% or more |
| Guardian Capital Inc. | General Partner | Dec 2003 | A | Less than 5% |
| Minic Investments Limited | Shareholder | Jan 2004 | B | ≈ 18.75% – 50% via Guardian Capital Group Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christodoulou, Andrew, Michael: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Christodoulou, Nicholas: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Christodoulou, Stephanie, Diana: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Chryssafou Christodoulou, Dimitris Stavros: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Minic Investments Limited: 25% – 50% of Guardian Capital Group Limited × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.89 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $3.0B (30% of AUM) Mar 2025
- Cibc Mellon Trust Company $2.5B (24% of AUM) Jul 2026
- BNY Mellon $1.8B (15% of AUM) Jun 2023
- Northern Trust $1.2B (10% of AUM) Jun 2023
- RBC $879M (8% of AUM) Jul 2026
- Desjardins Trust Inc. $841M (8% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗