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Bank / Wealth / TrustRIA · CRD 327652SEC-Registered

Updated:

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 logo

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

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

FinancialsIndustrialsEnergyConsumer Staples

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 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 uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.

When was The RaeLipskie Partnership's Altss profile last updated?

The RaeLipskie Partnership's source record was modified on June 3, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. 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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