RIA Intel›Advisers›GREYSTONE MANAGED INVESTMENTS INC.

GREYSTONE MANAGED INVESTMENTS INC.

Advisory

N·REGINA, SASKATCHEWAN

Data as of Apr 1, 2019 · Source: SEC Form ADV

Total AUM

$25.9B

1-Year AUM Growth

-8.1%

3-Year CAGR

+4.8%

Employees

70

Assets Under Management

Total AUM$25.9B

Discretionary AUM$25.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees70

Investment Advisers121

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingFeb 26, 2016

Latest FilingApr 1, 2019

🔒 Full AUM trend chart and 8 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GREYSTONE MANAGED INVESTMENTS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.