GRAYHAWK INVESTMENT STRATEGIES INC.

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Grayhawk Investment Strategies is based out of Calgary. Grayhawk Investment Strategies is a registered investment advisory firm Their last reported 13F filing for Q2 2022 included $227,868,000 in managed 13F securities and a top 10 holdings concentration of 76.04%. Grayhawk Investment Strategies's largest holding is BTC iShares MSCI EAFE Value ETF with shares held of 1,256,100. Whalewisdom has at least 1 13F filings The firm last filed a Form D notice of exempt offering of securities on 2016-09-21. The notice included securities offered of Equity

06/30/2022

Top Sells (13F)

  • Name% Change

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 1.6%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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View Last Form Adv Compilation Report on Record

GRAYHAWK INVESTMENT STRATEGIES INC.
909 17TH AVENUE SW SUITE 400
CALGARY, ALBERTA    T2T 0A4
Country: Canada
Business Phone: (877) 665-9951
Fax:
Professional Investment Advisor Data
SEC Registration as : Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2016-09-21 D INVESTING Equity 1,893,500 565,196 1,328,304
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
SHELDON DALE DYCK subscription required
    EXECUTIVE OFFICER DIRECTOR
MICHAEL GERALD KAUMEYER subscription required
    EXECUTIVE OFFICER
ALLISON LAINE COMEAU subscription required
    EXECUTIVE OFFICER

GRAYHAWK INVESTMENT STRATEGIES INC.

ownership team - last updated 2017-09-20
Name Title Start Date Direct/Indirect % Ownership
DYCK, SHELDON, DALE CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 11/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ATB INVESTMENT MANAGEMENT INC. CHIEF EXECUTIVE OFFICER direct 2014-09-01
ATB SECURITIES INC. CHIEF EXECUTIVE OFFICER direct 2014-09-01
GRAYHAWK INVESTMENT STRATEGIES INC. CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2014-11-01
GROSS, DARREN, JAMES CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATB INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER - ATBIM direct 2014-09-01
GRAYHAWK INVESTMENT STRATEGIES INC. CHIEF COMPLIANCE OFFICER direct 2016-04-01
Comeau, Allison, Laine CHIEF OPERATING OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRAYHAWK INVESTMENT STRATEGIES INC. CHIEF OPERATING OFFICER direct 2015-08-01
Kaumeyer, Michael, [No M.I.] CHIEF RELATIONSHIP OFFICER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GRAYHAWK INVESTMENT STRATEGIES INC. CHIEF RELATIONSHIP OFFICER direct 2015-01-01

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