Rae & Lipskie Investment Counsel Inc.
● SEC registered since 2023CRD 327652SEC# 801-128947Waterloo
Reg. AUM
$1.07B
Employees
25
Accounts
2,564
Location
Waterloo
Rae & Lipskie Investment Counsel Inc. assets under management
Rae & Lipskie Investment Counsel Inc. is an SEC-registered investment adviser based in Waterloo. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 25 people.
Rae & Lipskie Investment Counsel Inc. owners & executives
10 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Rae & Lipskie Investment Counsel Inc. manage?
Rae & Lipskie Investment Counsel Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Rae & Lipskie Investment Counsel Inc. have?
Rae & Lipskie Investment Counsel Inc. reports 25 employees.
Where is Rae & Lipskie Investment Counsel Inc. located?
Rae & Lipskie Investment Counsel Inc. is based in Waterloo and has been SEC-registered since 2023.
Does Rae & Lipskie Investment Counsel Inc. disclose fund performance?
Rae & Lipskie Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 | Yes |
Regulatory AUM
$1.07B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B