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Director · Guardian Capital LP

Donald Yi

CRD 6473842 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Guardian Capital LP, an SEC-registered private fund adviser based in Toronto, Ontario, Canada with $10.7 billion in regulatory assets, lists Donald Yi on its Form ADV as Director, a control person. The SEC filings also name Donald at 1 other registered adviser.

Firms and roles

  • Guardian Capital LPDirectorPrivate fund adviser · Toronto, Ontario, Canada · $11B in regulatory assets
  • Guardian Partners Inc.DirectorWealth manager · Toronto, Ontario, Canada · $3.3B in regulatory assets

AtlasMembers

Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Donald on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.