|
⚲
|
| Sandstone Asset Management Inc
✚
|
|
|---|---|
| CRD # | 152742 |
| SEC # | 801-71037 |
| CIK # | 0001969386 |
| AUM | $285.7 MM (2023-03-27) |
| Employees | 9 (44% Investors, 67% Brokers) |
| Phone | 403-218-6125 |
| Address | 115, 101 6th Street SW Calgary, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 113 | 234.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 25.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 22.4 |
| (n) Other | 5 | 3.8 |
| Total | 139 | 285.7 |
| By Discretionary | ||
| Discretionary | 134 | 284.8 |
| Non-Discretionary | 5 | 0.9 |
| Total | 139 | 285.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 285.3 | |
| United States Persons | 0.4 | |
| Total | 139 | 285.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| SC 13G | [0001969386] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sandstone Asset Management | Alpha Healthcare Acquisition Corp III | [2023-03-21] |
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|---|---|---|
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TX | 0.3 |
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von Berge Wealth Management Group LLC
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CA | 0.3 |
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ITS Asset Management LP
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|
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