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The RaeLipskie Partnership
RaeLipskie Partnership is an SEC-registered investment adviser in Waterloo, established in 2023. The firm manages $1.1 billion in regulatory assets.
Overview
RaeLipskie Partnership is an SEC-registered investment adviser in Waterloo, established in 2023. The firm manages $1.1 billion in regulatory assets. It has 25 employees and 11 investment advisers. THE RAELIPSKIE PARTNERSHIP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-08, it reported 25 employees; 2,564 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
Location
Region
North America
Country
Canada
City
Waterloo
Corporate office
Waterloo, ON, Canada
Principals
John Rae
Co-Founder & Portfolio Manager
Jim Lipskie
Co-Founder & Portfolio Manager
Sector focus
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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