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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.
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. It has 25 employees and 11 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
Undisclosed
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
Frequently asked questions
What is The RaeLipskie Partnership?
The RaeLipskie Partnership is a bank / wealth / trust headquartered in Waterloo, Canada.
When was The RaeLipskie Partnership founded?
The RaeLipskie Partnership was founded in 1995.
Where is The RaeLipskie Partnership headquartered?
The RaeLipskie Partnership is headquartered in Waterloo, Canada, in the North America region.
What is The RaeLipskie Partnership's assets under management?
The RaeLipskie Partnership reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for The RaeLipskie Partnership?
Altss maintains an OSINT-verified profile of The RaeLipskie Partnership covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is The RaeLipskie Partnership's website?
The RaeLipskie Partnership's public website is raelipskie.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is The RaeLipskie Partnership?
The RaeLipskie Partnership is classified by Altss as a Bank / Wealth / Trust, operating from Canada within the North America region.
How does Altss source intelligence on The RaeLipskie Partnership?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was The RaeLipskie Partnership's Altss profile last updated?
The RaeLipskie Partnership's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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