Sarona Asset Management Inc.

RIASEC RegisteredEst. 2012
Total AUM
$363M
Discretionary
$199M
55% of AUM
Avg account
$90.8M
Accounts
4
Employees
27
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
  • Pooled Investment Vehicles54.88%
  • Sovereign Wealth Funds45.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth