| Name | Title | Ownership | Since |
|---|---|---|---|
| Elraine Investments Inc. | Shareholder | 25-50% | 2022 |
| Francis Henry Mercuri Control | Chief Financial Officer | Under 5% | 2023 |
| George Mavroudis Control | Chairman | Under 5% | 2022 |
Rae & Lipskie Investment Counsel Inc. reports $938.1 million in regulatory assets under management on its Form ADV.
Rae & Lipskie Investment Counsel Inc. reports 25 employees.
Rae & Lipskie Investment Counsel Inc. is based in Waterloo and has been SEC-registered since 2023.
Rae & Lipskie Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20 Erb Street West, Suite 201, Waterloo N2L 1T2 |
| Phone | 519 578 6849 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 2023896 |
| Discloses disciplinary history | No |
| Discretionary | $938.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $938.1M |