# The RaeLipskie Partnership

The RaeLipskie Partnership is a Bank / Wealth / Trust based in Waterloo, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Waterloo, Canada
- **Region:** North America
- **Address:** Waterloo, ON, Canada
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** raelipskie.com
- **LinkedIn:** linkedin.com/company/the-raelipskie-partnership

## Regulatory record

- **CRD number:** 327652
- **SEC file number:** 801-128947
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327652

## About

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.

## Sectors

- Financials
- Industrials
- Energy
- Consumer Staples

## People

- John Rae — Co-Founder & Portfolio Manager
- Jim Lipskie — Co-Founder & Portfolio Manager

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/the-raelipskie-partnership

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