Sarona Asset Management Inc.

RIASEC Registered
Total AUM
$339M
Discretionary
$167M
49% of AUM
Avg account
$84.8M
Accounts
4
Employees
29
Advisory reps
4

Firm details

Headquarters
Kitchener,
CRD number
160963
Registered since
May 14, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds50.82%
  • Pooled Investment Vehicles49.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sarona Asset Management Inc. is a corporate private equity manager that registered with the SEC in 2012. The firm focuses on pooled investment vehicles and on managing portfolios for businesses or institutional clients, and it frequently acts as sponsor, general partner, or managing member of pooled vehicles it runs. Its client base is institutional, and its fee model combines an asset-based percentage with performance-based fees. Ownership is reported as a mix of foreign entity and individual ownership. Sarona does not present itself as an active ESG investor and is not positioned as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 50%, Cash & Cash Equivalents 50%50%
  • Private Funds50%
  • Cash & Cash Equivalents50%

Owners & executives

1 of 1
  • Serge Levert-chiasson

    Serge Levert-chiasson

    Managing Partner and Chief Compliance OfficerCRD 6054792

Contacts

3 of 3
  • Mathew LeRoux

    Mathew LeRoux

    Head Of Finance And OperationsCRD 7652896

  • Patrick Hergt

    Patrick Hergt

    Partner, Head of Business DevelopmentCRD 7652897

  • Ralitsa Rizvanolli

    Ralitsa Rizvanolli

    PartnerCRD 7652898

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kitchener, null

Location

Kitchener, null

Headquartered in Kitchener, null.

Address
The Catalyst Commons 210137 Glasgow St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth