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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 |
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Sandstone Asset Management | Alpha Healthcare Acquisition Corp III | [2023-03-21] |
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Bay Harbor Wealth Management LLC
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MD | 0.3 |
Investment Center Inc
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Carter Financial Group Inc
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Wealth Covenant Group LLC
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Shelton Wealth Management LLC
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Global Wealth Strategies and Associates LLC
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CO | 0.3 |
Flywheel Private Wealth LLC
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CA | 0.3 |
Pollock Investment Advisors LLC
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|
MI | 0.3 |