Sandstone Asset Management Inc.

RIASEC Registered

Total AUM

$331M

Discretionary

$330M

100% of AUM

Avg account

$2.6M

Accounts

129

Employees

Advisory reps

Firm details

Headquarters: Calgary,
CRD number: 152742
Registered since: January 27, 2010
Website: www.sandstoneam.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI87.75%
Charitable Organizations6.92%
Corporations / Businesses4.41%
Other0.92%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sandstone Asset Management Inc. is an independent, SEC-registered investment adviser (registered in 2010) operated as an individually owned corporation. The firm manages portfolios for both high-net-worth individuals and family clients as well as institutional and pooled vehicles. Its advisory model charges a percentage of assets under management and includes direct portfolio management for individuals and businesses, management of pooled investment vehicles, and the selection and oversight of other advisers. Sandstone identifies itself as a capital allocator, which indicates it deploys client capital both directly and through external managers. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.