Sarona Asset Management Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 6, 2026, reports $363M in regulatory assets under management, 27 employees, 4 offices, and 4 accounts.
Assets Under Management
$363M
Employees
27
Offices
4 offices
Total Clients
<5
Primary office
KITCHENER
THE CATALYST COMMONS, 210-137 GLASGOW STREET, ONTARIO, KITCHENER, Canada
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.0%
3
2
Sovereign Wealth
25.0%
1
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of January 6, 2026
Discretionary54.9%
$199M
55% of total RAUM54.9%
Non-discretionary45.1%
$164M
45% of total RAUM45.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$363M
Total Accounts4
10Y AUM Change+$189M (+108.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee0:1
10Y Employee Change+10 (+58.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.