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SANDSTONE ASSET MANAGEMENT INC.
CRD 152742 · SEC 801-71037
115, 101 - 6TH STREET SW, CALGARY, CA, T2P 5K7, Canada
Phone
403-218-6125
Fax
403-263-2270
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.8M
Discretionary AUM
$277.4M
Team
10 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $240.1M |
| Charitable organizations | 3 | $19.2M |
| Corporations/business entities | 15 | $15.5M |
States served
CA, CO, NY, TX
All web addresses on file
Official SEC filing: View on IAPD