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| Keyboard |
| Sandstone Asset Management Inc
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|---|---|
| CRD # | 152742 |
| SEC # | 801-71037 |
| CIK # | 0001969386 |
| AUM | 330.7 M (2026-06-22) |
| Employees | 10 (40% Investors, 50% Brokers) |
| Phone | 403-218-6125 |
| Address | 115, 101 6th Street SW Calgary, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 106 | 290.2 |
| (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 | 3 | 22.9 |
| (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 | 15 | 14.6 |
| (n) Other | 5 | 3.0 |
| Total | 129 | 330.7 |
| By Discretionary | ||
| Discretionary | 126 | 330.3 |
| Non-Discretionary | 3 | 0.4 |
| Total | 129 | 330.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 329.7 | |
| United States Persons | 1.0 | |
| Total | 129 | 330.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001969386] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sandstone Asset Management | Alpha Healthcare Acquisition Corp III | [2023-03-21] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| LEI | 549300TMOPX71ZACCN64 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rainier Family Wealth Inc
✚
|
WA | 331.5 M |
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Charles Fish Investments Inc
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|
CA | 331.3 M |
|
Cambridge Financial Group Inc
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OH | 331.3 M |
|
Insight Folios Inc
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NC | 331.3 M |
|
Copley Financial Group Inc
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CA | 331.2 M |
|
Bernardi Asset Management LLC
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|
IL | 331.0 M |
|
Alliance Wealth Strategies LLC
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VA | 330.7 M |
|
Signature Equity Partners LLC
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|
OH | 330.6 M |
|
Uniplan Investment Counsel Inc
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|
WI | 330.5 M |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 330.2 M |