Investment adviser · CRD 283093
TD GREYSTONE ASSET MANAGEMENT
Investment adviser filing (IA)
GREYSTONE MANAGED INVESTMENTS INC.
REGINA, SASKATCHEWAN, Canada · Form ADV filed Apr 1, 2019
- Regulatory AUM
- $25.9B Form ADV · Item 5.F
- Client accounts
- 400 Accounts, not individual clients
- Employees
- 121 Reported in this filing
- Advisory professionals
- 70 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 43 | $17,145,683,227 | 66.2% |
| Retirement plans | 24 | $3,941,757,561 | 15.2% |
| Insurance companies | 4 | $1,941,423,300 | 7.5% |
| Investment companies | 1 | $1,569,366,608 | 6.1% |
| Corporations & businesses | 10 | $1,300,678,266 | 5.0% |
Filing source
Form ADV 1305404 · Apr 1, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2019. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
1230 BLACKFOOT DRIVE, 300 PARK CENTREREGINA, SASKATCHEWAN, S4S 7G4, Canada
CRD 283093
Filing source
Form ADV 1305404 · Apr 1, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.