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
- Sovereign Wealth Funds50.82%
- Pooled Investment Vehicles49.18%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
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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