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Grayhawk Wealth
Grayhawk Wealth was founded in 2015 by Michael Kaumeyer in Calgary. Kaumeyer stepped back in 2024 and the firm now operates under the Sagard Wealth brand.
Grayhawk Wealth
Grayhawk Wealth was founded in 2015 by Michael Kaumeyer in Calgary. Kaumeyer stepped back in 2024 and the firm now operates under the Sagard Wealth brand. The Shaw family, through investor Brad Shaw, remains a significant client and shareholder. Paul Desmarais III of Sagard serves as a board member and business partner. The firm allocates across private equity, venture capital, private credit, real estate, hedge funds and intellectual property strategies. It executes through fund commitments, direct co-investments and SPVs. Confirmed holdings include exposure to Bitcoin and the Harbor Commodity All-Weather Strategy alongside private real estate positions. Geographic reach covers North America, Europe, the Middle East and Oceania. Investment stages include buyout, growth equity and venture capital. Sagard Wealth employs investment and client teams across its three Canadian offices. Stephen Harvey leads investment strategy as CIO. Aurélie Jaclot oversees operations as CEO. The firm participates in the Ranchmen's Club and the Montreal Economic Institute. In 2024 Michael Kaumeyer moved to Nicola Wealth. Philanthropic vehicles the Glenbow Museum Endowment. Grayhawk Wealth functions as an outsourced chief investment office rather than a traditional captive family office. It maintains formal ties to Sagard while preserving an independent mandate for its client families. This structure allows it to complement existing advisors and deliver institutional access without managing proprietary funds.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
Canada
City
Calgary
Corporate office
326 – 11th Avenue SW Suite 801 Calgary, Alberta T2R 0C5
Additional offices
Toronto · Montreal
Principals
Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
Stephen Harvey
CIO, Sagard Wealth
Paul Desmarais III
Business Partner
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Grayhawk Wealth?
Stephen Harvey serves as CIO and leads portfolio construction and strategy. Aurélie Jaclot acts as CEO and oversees client relationships and regional operations.
How is Grayhawk Wealth related to Sagard?
The firm now operates under the Sagard Wealth brand following a 2024 transition. Paul Desmarais III sits on the board and maintains a business partnership role.
Does Grayhawk Wealth participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to external funds and executes direct co-investments and SPVs alongside selected managers.
What investment stages does Grayhawk Wealth target?
The firm targets buyout, growth equity and venture capital opportunities across its alternative allocation.
Where does the underlying wealth come from?
The Shaw family represents a major client and shareholder. Additional clients include Canadian entrepreneurs, institutions and foundations.
Which sectors does Grayhawk Wealth explicitly avoid?
The firm has no disclosed exposure to cannabis or psychedelics.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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