RIA Intel›Advisers›New York›SONA ASSET MANAGEMENT (US) LLC

SONA ASSET MANAGEMENT (US) LLC

Fund Manager

N·NEW YORK, NY

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$33.5B

1-Year AUM Growth

+51.2%

3-Year CAGR

+65.5%

Employees

31

Assets Under Management

Total AUM$33.5B

Discretionary AUM$33.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees31

Investment Advisers39

Employee Growth (1Y)+150.0%

Private Funds

Number of Private Funds2

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

Filing History

Total Filings on Record10

First FilingJan 8, 2018

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 8+ 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 SONA ASSET MANAGEMENT (US) LLC

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