RIA Intel›Advisers›SARONA ASSET MANAGEMENT INC.

SARONA ASSET MANAGEMENT INC.

Fund Manager

N·KITCHENER

Data as of Jan 6, 2026 · Source: SEC Form ADV

Total AUM

$363M

1-Year AUM Growth

+33.6%

3-Year CAGR

+4.7%

Employees

13

Assets Under Management

Total AUM$363M

Discretionary AUM$199M

Non-Discretionary AUM$164M

Discretionary %54.9%

Total Clients4

Team

Total Employees13

Investment Advisers27

Employee Growth (1Y)+12.5%

Private Funds

Number of Private Funds3

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record43

First FilingMay 3, 2012

Latest FilingJan 6, 2026

🔒 Full AUM trend chart and 43 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 SARONA ASSET MANAGEMENT INC.

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