Sarona Asset Management Inc.
Firm details
- Headquarters
- Kitchener,
- CRD number
- 160963
- Registered since
- May 14, 2012
- Website
- www.saronafund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles54.88%
- Sovereign Wealth Funds45.12%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sarona Asset Management Inc. is a private equity-focused manager that primarily serves institutional clients through pooled investment vehicles and bespoke mandates for businesses or institutions. The firm acts as sponsor and general partner on pooled vehicles, which aligns with an emphasis on closed-end private funds and direct fund management rather than purely advisory relationships. Its fee schedule combines a percentage-of-AUM component with performance-based fees, reflecting typical private equity economics where carried interest or incentive fees supplement base management charges. Investment activity centers on private markets, with noted allocations to private equity, real estate and private credit. The firm is not identified as an active ESG investor on filings. Sarona’s registration dates to 2012 and its ownership is reported as a mix of a foreign entity and individual ownership, which may influence how it structures cross-border fund vehicles and investor relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds50%
- Cash & Cash Equivalents50%
Owners & executives
1 of 1
Serge Levert-chiasson
Managing Partner and Chief Compliance OfficerCRD 6054792
Contacts
3 of 3
Mathew LeRoux
Head Of Finance And OperationsCRD 7652896

Patrick Hergt
Partner, Head of Business DevelopmentCRD 7652897

Ralitsa Rizvanolli
PartnerCRD 7652898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kitchener, null
Location
Kitchener, null
Headquartered in Kitchener, null.
- Address
- The Catalyst Commons 210137 Glasgow St
- Office locations
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