Sandstone Asset Management Inc

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Assets, Funds, Holdings

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Sandstone Asset Management Inc
CRD #152742
SEC #801-71037
CIK #0001969386
AUM $290.9 MM (2024-08-28)
Employees 10 (40% Investors, 60% Brokers)
Phone403-218-6125
Address115, 101 6th Street SW
Calgary, Canada
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002010201520202025
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) 121 249.2
(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 21.4
(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 16 16.9
(n) Other 5 3.3
Total 147 290.9
By Discretionary
Discretionary 142 290.2
Non-Discretionary 5 0.7
Total 147 290.9
By Non-United States Persons
Non-United States Persons 290.6
United States Persons 0.3
Total 147 290.9
EDGAR Form CIK 2011 - 2024
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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Financial Gravity Asset Management Inc
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Pollock Investment Advisors LLC
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