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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GUARDIAN CAPITAL PARTNERS MANAGEMENT COMPANY,LP

CRD 161502

WAYNE, PA

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Search this name across graphsid dfx:ria:3726f707-7eba-d280-3ec7-73728ea52de9

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 2
Observed: Jun 26, 2015 to Mar 31, 2022
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Guardian Capital Partners Management Company,lp

Private equity manager · shared crd

Venture Capitalidentity

Guardian Capital Partners Management Company,lp

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $469MItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $469M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Individual clients: 0
High net worth clients: 0
Private funds: 6Schedule D 7.B(1)
Private fund GAV: $469Mgross asset value as reported per fund; never fund size
Custody, client assets: $0
SEC number: 801-100465
CRD: 161502
Filings on the tape: 10
First filed: Jun 26, 2015
Latest filed: Mar 31, 2022
Organised: Limited Partnership, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GUARDIAN CAPITAL PARTNERS FUND I, L.P.	Private Equity Fund	$5.6M	Mar 31, 2022	60	Mar 30, 2012	reported	021-116550

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EVANS, SCOTT, DOUGLAS	Member	C	yes	02/2008	Jun 26, 2015	Mar 31, 2022
EVANS, SCOTT, DOUGLAS	MANAGING PARTNER	C	yes	02/2008	Jun 26, 2015	Mar 31, 2022
GUARDIAN CAPITAL PARTNERS, LLC	GENERAL PARTNER	Na	yes	02/2008	Jun 26, 2015	Mar 31, 2022
HAABESTAD, PETER, HENRY	MANAGING PARTNER	C	yes	02/2008	Jun 26, 2015	Mar 31, 2022
HAABESTAD, PETER, HENRY	Member	C	yes	02/2008	Jun 26, 2015	Mar 31, 2022
KENWORTHY, HUGH	MANAGING PARTNER	C	yes	02/2008	Jun 26, 2015	Mar 31, 2022
KENWORTHY, HUGH	Member	C	yes	02/2008	Jun 26, 2015	Mar 31, 2022
STOTT, JANET, LOIS	CHIEF COMPLIANCE OFFICER	Na	yes	06/2015	Jun 26, 2015	Mar 31, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GUARDIAN CAPITAL PARTNERS GP, L.P.	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL PARTNERS II GP, LP	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL PARTNERS III GP, L.P.	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL PARTNERS III, LLC	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 31, 2022	$469M	$469M	16	16	0	6	$469M
2020	Mar 31, 2021	$632M	$632M	19	16	0	6	$632M
2019	Mar 30, 2020	$468M	$468M	15	15	0	6	$468M
2018	Mar 29, 2019	$244M	$244M	12	12	0	6	$244M
2017	Mar 28, 2018	$194M	$194M	8	8	0	3	$194M
2016	Mar 31, 2017	$210M	$210M	9	9	n/a	3	$210M
2015	Mar 28, 2016	$201M	$201M	8	8	n/a	3	$81.0M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$469M	$632M	-25.8%	$244M	24.3%	16	19	0	0

Relationships

Advises (1)

→ GUARDIAN CAPITAL PARTNERS FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (5)

← STOTT, JANET, LOISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 26, 2015 to presentfactForm ADV
← HAABESTAD, PETER, HENRYOwnerMEMBER, ownership code C, individual
Jun 26, 2015 to presentfactForm ADV
← KENWORTHY, HUGHOwnerMEMBER, ownership code C, individual
Jun 26, 2015 to presentfactForm ADV
← EVANS, SCOTT, DOUGLASOwnerMEMBER, ownership code C, individual
Jun 26, 2015 to presentfactForm ADV
← GUARDIAN CAPITAL PARTNERS, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 26, 2015 to presentfactForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Guardian Capital Partners Management Company,Lp reported RAUM $468.8M, down 26% from $631.8M (2021-04-09 to 2022-03-31)
Form ADVobserved 4 days ago
$-163M
Occurred
Mar 31, 2021
Regulatory AUM changed
Guardian Capital Partners Management Company,Lp reported RAUM $631.8M, up 35% from $468.0M (2020-03-30 to 2021-03-31)
Form ADVobserved 4 days ago
$164M
Occurred
Mar 30, 2020
Regulatory AUM changed
Guardian Capital Partners Management Company,Lp reported RAUM $468.0M, up 92% from $244.2M (2019-03-29 to 2020-03-30)
Form ADVobserved 4 days ago
$224M
Occurred
Jun 26, 2015
First Form ADV filing
Guardian Capital Partners Management Company,Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3726f707-7eba-d280-3ec7-73728ea52de9
First observed: Jun 26, 2015
Last observed: Mar 31, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GUARDIAN CAPITAL PARTNERS MANAGEMENT COMPANY,LP

CRD 161502

WAYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3726f707-7eba-d280-3ec7-73728ea52de9

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:45 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GUARDIAN CAPITAL PARTNERS FUND I, L.P.

Private Equity Fund

$5.6M

Mar 31, 2022

Mar 30, 2012

reported

021-116550

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVANS, SCOTT, DOUGLAS

Member

yes

02/2008

Jun 26, 2015

Mar 31, 2022

EVANS, SCOTT, DOUGLAS

MANAGING PARTNER

yes

02/2008

Jun 26, 2015

Mar 31, 2022

GUARDIAN CAPITAL PARTNERS, LLC

GENERAL PARTNER

yes

02/2008

Jun 26, 2015

Mar 31, 2022

HAABESTAD, PETER, HENRY

MANAGING PARTNER

yes

02/2008

Jun 26, 2015

Mar 31, 2022

HAABESTAD, PETER, HENRY

Member

yes

02/2008

Jun 26, 2015

Mar 31, 2022

KENWORTHY, HUGH

MANAGING PARTNER

yes

02/2008

Jun 26, 2015

Mar 31, 2022

KENWORTHY, HUGH

Member

yes

02/2008

Jun 26, 2015

Mar 31, 2022

STOTT, JANET, LOIS

CHIEF COMPLIANCE OFFICER

yes

06/2015

Jun 26, 2015

Mar 31, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GUARDIAN CAPITAL PARTNERS GP, L.P.

n/a

yes

n/a

GUARDIAN CAPITAL PARTNERS II GP, LP

n/a

yes

n/a

GUARDIAN CAPITAL PARTNERS II, LLC

n/a

yes

n/a

GUARDIAN CAPITAL PARTNERS III GP, L.P.

n/a

yes

n/a

GUARDIAN CAPITAL PARTNERS III, LLC

n/a

yes

n/a

GUARDIAN CAPITAL PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$469M

2020

Mar 31, 2021

$632M

2019

Mar 30, 2020

$468M

2018

Mar 29, 2019

$244M

2017

Mar 28, 2018

$194M

2016

Mar 31, 2017

$210M

n/a

$210M

2015

Mar 28, 2016

$201M

n/a

$81.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$469M

$632M

-25.8%

$244M

24.3%