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THE RAELIPSKIE PARTNERSHIP

WATERLOO, Canada · CRD 327652 · IAPD ↗ · raelipskie.com · 519 578 6849

$1.07BRegulatory AUM
11Advisory reps
25Employees
0Clients
0Planning clients
0Private funds
0States
2Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — THE RAELIPSKIE PARTNERSHIP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — THE RAELIPSKIE PARTNERSHIP crossed $1B in regulatory AUM ($938.1M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.