SONA Asset Management US LLC

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Assets, Funds, Holdings

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SONA Asset Management US LLC
CRD #291738
SEC #801-112410
CIK #0001856405
AUM $22.6 B (2025-05-14)
Employees 26 (69% Investors, 0% Brokers)
Phone646-779-6300
Address730 3rd Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
25201510502011201620212026
CIK Period
0001856405
Sector Form 13F Holdings Value ($B)
SPDR Gold Trust 0.1
Frontier Communications Corp 0.1
PNM Resources Inc 0.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF SONA Credit Opportunities Master Fund Limited [2023-02-23] 0.1 42.7
HF SONA Credit Master Fund Limited [2020-03-30] 812.5 19,564.7
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 20.7
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 2 1.9
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 22.6
By Discretionary
Discretionary 9 22.6
Non-Discretionary 0 0.0
Total 9 22.6
By Non-United States Persons
Non-United States Persons 21.7
United States Persons 0.9
Total 9 22.6
Form D Directors # Filings # Firms 2011 - 2025
Tim Sweeting 68
Charles Woolnough 59
SONA Asset Management Cayman Limited 8
SONA Asset Management UK LLP 8
John Berkery 8
SONA Asset Management US LLC 8
SONA Asset Management HK Limited 2
SONA Credit Opportunities Fund GP Limited 1
SONA Credit Fund GP Limited 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001856405]
SC 13G [0001856405]
Form 13D/13G Filer Form 13D/13G Subject Filed
SONA Asset Management US LLC Cohen Circle Acquisition Corp I [2025-05-15]
SONA Asset Management US LLC Greenfire Resources Ltd [2024-02-06]
Comparable Firms State AUM ($B)
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The Baupost Group LLC
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Woodline Partners LP
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Veritas Asset Management LLP
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Gabelli Funds LLC
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Haidar Capital Management LLC
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Pictet Asset Management Limited
21.4
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