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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

THE RAELIPSKIE PARTNERSHIP

RAE & LIPSKIE INVESTMENT COUNSEL INC., CRD 327652

WATERLOO

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:a313282a-7754-8cc3-e89d-bf4c29d6bdae

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 6
On other graphs: 0
Observed: Sep 22, 2023 to Sep 8, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $877MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,564
Individual clients: 504
High net worth clients: 467
SEC number: 801-128947
CIK: 2023896
CRD: 327652
Filings on the tape: 7
First filed: Sep 22, 2023
Latest filed: Sep 8, 2026
Organised: Corporation
Website: raelipskie.com

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
Banwait, Jatinder, Joe	CHIEF COMPLIANCE OFFICER	Na	yes	03/2020	Sep 8, 2026	Sep 8, 2026
GUARDIAN CAPITAL GROUP LIMITED	Shareholder	D	yes	09/2022	Sep 8, 2026	Sep 8, 2026
MAVROUDIS, GEORGE	Chairman	Na	yes	09/2022	Sep 8, 2026	Sep 8, 2026
MERCURI, FRANCIS, HENRY	CHIEF FINANCIAL OFFICER OPERATING OFFICER	Na	yes	12/2023	Sep 8, 2026	Sep 8, 2026
TURNER, MATTHEW, DEAN	Secretary	Na	yes	09/2022	Sep 8, 2026	Sep 8, 2026
CHRISTODOULOU, ANDREW, MICHAEL	Shareholder	C	yes	06/2024	Nov 27, 2024	Nov 27, 2024
CHRISTODOULOU, NICHOLAS	Shareholder	C	yes	06/2024	Nov 27, 2024	Nov 27, 2024
CHRISTODOULOU, STEPHANIE, DIANA	Shareholder	C	yes	06/2024	Nov 27, 2024	Nov 27, 2024
CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROS	Shareholder	C	yes	06/2024	Nov 27, 2024	Nov 27, 2024
MINIC INVESTMENTS LTD.	Shareholder	C	yes	01/2004	Sep 22, 2023	Nov 27, 2024
ELRAINE INVESTMENTS INC.	Shareholder	C	no	09/2022	Sep 8, 2026	Sep 8, 2026

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 LP	n/a	Asset manager	$11B	N	yes	n/a
AGINCOURT CAPITAL MANAGEMENT, LLC	n/a	Institutional manager	$10.0B	N	yes	n/a
GUARDCAP ASSET MANAGEMENT LIMITED	n/a	Asset manager	$5.9B	N	yes	n/a
GUARDIAN CAPITAL ADVISORS LP	n/a	Former SEC adviser	$2.5B	N	yes	n/a
ALTA CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$1.6B	N	yes	n/a
ALEXANDRIA BANCORP LIMITED	n/a	n/a	n/a	N	yes	n/a
ALEXANDRIA GLOBAL INVESTMENT MANAGEMENT LTD	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL REAL ESTATE GP INC	n/a	n/a	n/a	N	yes	n/a
GUARDIAN PARTNERS INC.	n/a	n/a	n/a	N	yes	n/a
MODERN ADVISOR CANADA, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BURLINGTON, ONTARIO	n/a	Canada	0	no

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
2025	Mar 31, 2026	$1.1B	$1.1B	25	11	1	n/a	n/a
2024	Mar 31, 2025	$938M	$938M	25	11	1	n/a	n/a
2023	Mar 29, 2024	$899M	$899M	25	11	1	n/a	n/a

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
2025	$1.1B	$938M	13.7%	n/a	n/a	25	25	1	1

Relationships

Affiliated with (9)

← GUARDIAN CAPITAL LPRegistered adviserother investment adviser, common control
factForm ADV
→ GUARDIAN CAPITAL LPRegistered adviserother investment adviser, common control
factForm ADV
→ ALTA CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ GUARDIAN CAPITAL ADVISORS LPRegistered adviserother investment adviser, common control
factForm ADV
→ AGINCOURT CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ GUARDCAP ASSET MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← AGINCOURT CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← GUARDCAP ASSET MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← GUARDIAN PARTNERS INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (10)

← MAVROUDIS, GEORGEOwnerCHAIRMAN, ownership code NA, individual
Sep 22, 2023 to Nov 27, 2024factForm ADV
← TURNER, MATTHEW, DEANOwnerSECRETARY, ownership code NA, individual
Sep 22, 2023 to Nov 27, 2024factForm ADV
← CHRISTODOULOU, ANDREW, MICHAELOwnerSHAREHOLDER, ownership code C, individual
Nov 27, 2024 to Nov 27, 2024factForm ADV
← Banwait, Jatinder, JoeOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 22, 2023 to Nov 27, 2024factForm ADV
← MERCURI, FRANCIS, HENRYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 3, 2024 to Nov 27, 2024factForm ADV
← CHRISTODOULOU, NICHOLASOwnerSHAREHOLDER, ownership code C, individual
Nov 27, 2024 to Nov 27, 2024factForm ADV
← CHRISTODOULOU, STEPHANIE, DIANAOwnerSHAREHOLDER, ownership code C, individual
Nov 27, 2024 to Nov 27, 2024factForm ADV
← CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROSOwnerSHAREHOLDER, ownership code C, individual
Nov 27, 2024 to Nov 27, 2024factForm ADV
← GUARDIAN CAPITAL GROUP LIMITEDOwnerSHAREHOLDER, ownership code D, foreign entity
Sep 22, 2023 to Nov 27, 2024factForm ADV
← MINIC INVESTMENTS LTD.OwnerSHAREHOLDER, ownership code C, foreign entity
Sep 22, 2023 to Nov 27, 2024factForm ADV

Owns (1)

← ELRAINE INVESTMENTS INC.OwnerSHAREHOLDER, ownership code C, foreign entity
Sep 22, 2023 to Nov 27, 2024factForm ADV

Dated events

Occurred
Nov 27, 2024
Control person joined
Dimitris-Stavros Chryssafou-Christodoulou (Shareholder) appeared on Schedule A of The Raelipskie Partnership
Form ADVobserved 4 days ago
Occurred
Nov 27, 2024
Control person joined
Diana Stephanie Christodoulou (Shareholder) appeared on Schedule A of The Raelipskie Partnership
Form ADVobserved 4 days ago
Occurred
Nov 27, 2024
Control person joined
Michael Andrew Christodoulou (Shareholder) appeared on Schedule A of The Raelipskie Partnership
Form ADVobserved 4 days ago
Occurred
Nov 27, 2024
Control person joined
Nicholas Christodoulou (Shareholder) appeared on Schedule A of The Raelipskie Partnership
Form ADVobserved 4 days ago
Occurred
Jan 3, 2024
Control person joined
Henry Francis Mercuri (Chief Financial Officer) appeared on Schedule A of The Raelipskie Partnership
Form ADVobserved 4 days ago
Occurred
Sep 22, 2023
First Form ADV filing
Rae & Lipskie filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a313282a-7754-8cc3-e89d-bf4c29d6bdae
First observed: Sep 22, 2023
Last observed: Sep 8, 2026 11 days 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.

THE RAELIPSKIE PARTNERSHIP

RAE & LIPSKIE INVESTMENT COUNSEL INC., CRD 327652

WATERLOO

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:a313282a-7754-8cc3-e89d-bf4c29d6bdae

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Banwait, Jatinder, Joe

CHIEF COMPLIANCE OFFICER

yes

03/2020

Sep 8, 2026

GUARDIAN CAPITAL GROUP LIMITED

Shareholder

yes

09/2022

Sep 8, 2026

MAVROUDIS, GEORGE

Chairman

yes

09/2022

Sep 8, 2026

MERCURI, FRANCIS, HENRY

CHIEF FINANCIAL OFFICER OPERATING OFFICER

yes

12/2023

Sep 8, 2026

TURNER, MATTHEW, DEAN

Secretary

yes

09/2022

Sep 8, 2026

CHRISTODOULOU, ANDREW, MICHAEL

Shareholder

yes

06/2024

Nov 27, 2024

CHRISTODOULOU, NICHOLAS

Shareholder

yes

06/2024

Nov 27, 2024

CHRISTODOULOU, STEPHANIE, DIANA

Shareholder

yes

06/2024

Nov 27, 2024

CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROS

Shareholder

yes

06/2024

Nov 27, 2024

MINIC INVESTMENTS LTD.

Shareholder

yes

01/2004

Sep 22, 2023

Nov 27, 2024

ELRAINE INVESTMENTS INC.

Shareholder

09/2022

Sep 8, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GUARDIAN CAPITAL LP

n/a

Asset manager

$11B

yes

n/a

AGINCOURT CAPITAL MANAGEMENT, LLC

n/a

Institutional manager

$10.0B

yes

n/a

GUARDCAP ASSET MANAGEMENT LIMITED

n/a

Asset manager

$5.9B

yes

n/a

GUARDIAN CAPITAL ADVISORS LP

n/a

Former SEC adviser

$2.5B

yes

n/a

ALTA CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$1.6B

yes

n/a

ALEXANDRIA BANCORP LIMITED

n/a

yes

n/a

ALEXANDRIA GLOBAL INVESTMENT MANAGEMENT LTD

n/a

yes

n/a

GUARDIAN CAPITAL REAL ESTATE GP INC

n/a

yes

n/a

GUARDIAN PARTNERS INC.

n/a

yes

n/a

MODERN ADVISOR CANADA, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BURLINGTON, ONTARIO

n/a

Canada

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.1B

n/a

2024

Mar 31, 2025

$938M

n/a

2023

Mar 29, 2024

$899M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$938M

13.7%

n/a