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 $277.8 M (2025-06-27)
Employees 10 (40% Investors, 50% Brokers)
Phone403-218-6125
Address115, 101 6th Street SW
Calgary, Canada
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002009201420202026
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) 113 240.1
(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 19.2
(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 15.5
(n) Other 5 3.0
Total 136 277.8
By Discretionary
Discretionary 132 277.4
Non-Discretionary 4 0.4
Total 136 277.8
By Non-United States Persons
Non-United States Persons 276.9
United States Persons 0.9
Total 136 277.8
EDGAR Form CIK 2011 - 2025
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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Lindenwold Advisors Inc
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Chapwood Capital Investment Management LLC
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Evermont Wealth Inc
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LPF Advisors LLC
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Amerity Wealth Management LLC
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Beacon Financial Strategies Corp
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Capital Ideas Inc
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