|
⚲
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| Sandstone Asset Management Inc
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| |
|---|---|
| CRD # | 152742 |
| SEC # | 801-71037 |
| CIK # | 0001969386 |
| AUM | $290.9 MM (2024-08-28) |
| Employees | 10 (40% Investors, 60% Brokers) |
| Phone | 403-218-6125 |
| Address | 115, 101 6th Street SW Calgary, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($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) | 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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|---|---|---|
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