SARONA ASSET MANAGEMENT INC.

CRD 160963 · SEC 801-76668

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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THE CATALYST COMMONS, 210-137 GLASGOW STREET, ONTARIO, KITCHENER, N2G 4X8, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$363.0M

Discretionary AUM

$199.2M

Team

27 total employees; 13 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-01-06

Disciplinary history

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Pooled investment vehicles	3	$199.2M
Sovereign wealth funds	1	$163.8M

All web addresses on file

Official SEC filing: View on IAPD