Investment adviser · CRD 327652
THE RAELIPSKIE PARTNERSHIP
Investment adviser filing (IA)
RAE & LIPSKIE INVESTMENT COUNSEL INC.
WATERLOO, Canada · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $1.07B Form ADV · Item 5.F
- Client accounts
- 2,564 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 467 | $777,990,457 | 73.0% |
| Charities | 30 | $107,817,408 | 10.1% |
| Individuals | 504 | $98,890,899 | 9.3% |
| Retirement plans | 7 | $81,520,952 | 7.6% |
Filing source
Form ADV 2126709 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
20 ERB STREET WEST, SUITE 201WATERLOO, N2L 1T2, Canada
CRD 327652
Filing source
Form ADV 2126709 · Sep 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.