Wealth manager, bank-affiliated · Waterloo, Canada
The Raelipskie Partnership
RAE & Lipskie Investment Counsel Inc. · SEC-registered investment adviser · CRD 327652 · SEC 801-128947
At a glance
The Raelipskie Partnership is an SEC-registered investment adviser based in Waterloo, Canada, with $1.1 billion in regulatory assets under management as of its Form ADV filed September 8, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 971 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 1,456th of 8,915 wealth managers and 5,179th of 17,210 SEC-registered advisers by assets.
Main office 519-578-6849raelipskie.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among wealth managers
- #1,456 of 8,915
- Rank among all SEC RIAs
- #5,179 of 17,210
- Individual clients
- 971
- High-net-worth clients
- 467
- Accounts
- 2,564
- Discretionary
- 100% of AUM
- Employees
- 25
- Advisory staff
- 11
- Offices
- 2
Owners and executives on its Form ADV
- Jatinder J. BanwaitChief Compliance Officer
- Matthew D. TurnerSecretary
- George MavroudisChairman
- Francis H. MercuriChief Financial Officer
- Brian E. LipskiePresident and Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 467 | $778M | 73% |
| Charitable organizations | 30 | $108M | 10% |
| Individuals | 504 | $99M | 9% |
| Pension and profit sharing plans | 7 | $82M | 8% |
Disciplinary disclosures
The Raelipskie Partnership answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗raelipskie.com ↗
AtlasMembers
The full record on The Raelipskie Partnership
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 3,382 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Raelipskie Partnership manage?
The Raelipskie Partnership reports $1.1 billion in regulatory assets under management across 2,564 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
What kind of firm is The Raelipskie Partnership?
The Raelipskie Partnership is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are The Raelipskie Partnership’s clients?
By assets, its largest client types are high-net-worth individuals ($778 million, 467 clients); charitable organizations ($108 million, 30 clients); individuals ($99 million, 504 clients).
Does The Raelipskie Partnership have any disciplinary history?
The Raelipskie Partnership answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is The Raelipskie Partnership’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →