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SANDSTONE ASSET MANAGEMENT INC.

Advisory

N·CALGARY

Data as of Aug 28, 2024 · Source: SEC Form ADV

Total AUM

$331M

1-Year AUM Growth

+15.2%

3-Year CAGR

+2.1%

Employees

4

Assets Under Management

Total AUM$331M

Discretionary AUM$330M

Non-Discretionary AUM$429K

Discretionary %99.9%

Total Clients136

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record20

First FilingJan 19, 2010

Latest FilingAug 28, 2024

🔒 Full AUM trend chart and 20 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SANDSTONE ASSET MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.