Guardian Partners Inc.
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 3,051
- Avg AUM / client
- $1.1M
- Accounts
- 3,089
- Employees
- 76
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,174 | $703M | 21.3% |
| High net worth individuals | 522 | $1.3B | 40.8% |
| Pooled investment vehicles (non-investment companies) | 4 | $313M | 9.51% |
| Pension and profit sharing plans | 22 | $21.0M | 0.64% |
| Charitable organizations | 19 | $26.9M | 0.82% |
| Other investment advisers | Fewer than 5 clients | $19.3M | 0.59% |
| Corporations and other businesses | 310 | $868M | 26.4% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Messina, Anthony, Julian | President, Director | Mar 2021 (5y) | Less than 5% | |
| Turner, Matthew, Dean | Director | Mar 2021 (5y) | Less than 5% | |
| Yi, Donald | Director | Mar 2021 (5y) | Less than 5% | |
| Forster Pazienza, Margo, Christina | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Mercuri, Francis, Henry | Chief Financial Officer | Sep 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 | |
| Christie Frances Rose | Registered representative | CFA | Jan 2025 (2y) | |
| John Matthew Baker | Registered representative | CFA | Jan 2025 (2y) | |
| Mark Bodnar | Registered representative | CFA | Jan 2025 (2y) | |
| Thierry Michael Di Nallo | Registered representative | CFA | Jan 2025 (2y) | |
| Alexandra Jane Evans | Registered representative | CFA | Apr 2025 (1y) | |
| Jessi Johnathon Hilton | Registered representative | CFA | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guardian Capital Group Limited | Shareholder | Mar 2021 | A | 75% or more |
| Minic Investments Limited | Shareholder | Jan 2024 | 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) | 03/31/2026 | 1.9 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Bank Independent Network $2.8B (85% of AUM) Mar 2026
- Cibc Mellon Trust Company $313M (10% of AUM) Mar 2026
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗