Sarona Asset Management Inc.
● SEC registered since 2012CRD 160963SEC# 801-76668Kitchener
Ranks #4,412 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$339.2M
Fund GAV
$212.2M
Private funds
3
Employees
29
Accounts
4
Location
Kitchener
About Sarona Asset Management
Sarona Asset Management is associated with Australian Development Investments, an impact fund of funds investing in Indo-Pacific climate and gender-focused funds. It provides early-stage and concessional capital supporting SMEs with climate and equality outcomes.
Summary based on the firm’s website.
Sarona Asset Management Inc. assets under management
Sarona Asset Management Inc. is a registered investment adviser overseen by the SEC based in Kitchener. The firm has been registered since 2012. It reports $339.2 million in regulatory assets under management and employs 29 people. Sarona Asset Management Inc. manages 3 private funds with combined gross assets of $212.2 million, including Sarona Global Growth Markets Pe Fund 2-B LP. By regulatory assets, it ranks 4,412 of 5,974 private fund managers.
Sarona Asset Management Inc. private funds
3 funds · $212.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sarona Global Growth Markets Pe Fund 2-B LP | Private Equity | $107.5M | $50K |
| Sarona Frontier Markets Fund 2 LP | Private Equity | $99.8M | $250K |
| Sarona Frontier Markets Fund 1 LP | Private Equity | $4.9M | $100K |
Sarona Asset Management Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mathew Paul Leroux Control | Partner, Finance & Operations | 10-25% | 2022 |
| Muscadet Holdings Inc Control | Shareholder | 25-50% | 2011 |
| Patrick Nmn Hergt Control | Partner, Business Development | 10-25% | 2022 |
| Ralitsa Mihayova Rizvanolli Control | Partner, Investments | 10-25% | 2022 |
| Serge Nmn Levert-Chiasson Control | Managing Partner, Cco | Under 5% | 2022 |
| Sesop Inc. | Shareholder | 5-10% | 2020 |
| Jessica Luella West | Shareholder | — | 2011 |
| Serge Nmn Levert-Chiasson Control | Shareholder | — | 2011 |
Frequently asked questions
How much does Sarona Asset Management Inc. manage?
Sarona Asset Management Inc. reports $339.2 million in regulatory assets under management on its Form ADV.
How many private funds does Sarona Asset Management Inc. manage?
Sarona Asset Management Inc. manages 3 private funds with combined gross assets of $212.2 million.
How many employees does Sarona Asset Management Inc. have?
Sarona Asset Management Inc. reports 29 employees.
Where is Sarona Asset Management Inc. located?
Sarona Asset Management Inc. is based in Kitchener and has been SEC-registered since 2012.
Does Sarona Asset Management Inc. disclose fund performance?
Sarona Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | The Catalyst Commons, 210-137 Glasgow Street, Ontario, Kitchener N2G 4X8 |
| Phone | 1-519-883-7557 |
| Fax | 1-519-725-9083 |
| Office hours | 9a.m.-5p.m. Est |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$339.2M▼ 7%
Aug '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,369 advisers
AUM vs fund managersTop 74%
Larger than 26% of 5,974 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 18%
More than 82% of 16,804 advisers
Assets under management
$339.2Mregulatory AUM
Discretionary $166.8MNon-discretionary $172.4M
Service providers
Auditor
Custodian
Administrator