RaeLipskie Partnership
Investment Management • 
Waterloo, Ontario, Canada • 11-20 Employees
Company overview
| Headquarters | 201 - 20 Erb Street West, Waterloo, ON N2L 1T2, CA |
| Phone number | +15195787269 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Portfolio Management, Charities, Individuals, Endowments, Discretionary Private Wealth Management, Proprietary Pooled Fund |
| Founded | 1989 |
| Employees | 11-20 |
| Socials |
Key Contact at RaeLipskie Partnership
Alex Stoody
Vice President & Portfolio Manager
RaeLipskie Partnership Email Formats
RaeLipskie Partnership uses 3 email formats. The most common is {first initial} (e.g., j@raelipskie.com), used 76.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@raelipskie.com | 76.5% |
{first name} | john@raelipskie.com | 11.8% |
{first name}.{last name} | john.doe@raelipskie.com | 11.8% |
About RaeLipskie Partnership
The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients. Our success in managing money for our clients is attributable to more than 60 years of investment and securities experience, and a shared belief in long-term investment strategies and dedicated attention to our client's needs whether an individual, non-profit, or business. Specialties: we manage investment portfolios on a discretionary basis. We start by analyzing client goals, objectives, risk tolerance, and liquidity needs. Then we design a portfolio of stocks, bonds and other investments to achieve your specific criteria ... and monitor it closely to ensure your investments are meeting your expectations. To learn more about The RaeLipskie Partnership visit www.raelipskie.com
RaeLipskie Partnership revenue & valuation
| Annual revenue | $12,300,000 |
| Revenue per employee | $615,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $39,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
RaeLipskie Partnership has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
RaeLipskie Partnership has never raised funding before.
RaeLipskie Partnership Tech Stack
Discover the technologies and tools that power RaeLipskie Partnership's digital infrastructure, from frameworks to analytics platforms.
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