RIA Intelligence

SARONA ASSET MANAGEMENT INC.

CRD #160963 SEC #801-76668 KITCHENER 1-519-883-7557
SEC Registered Private Funds
Total AUM
$363M
Discretionary
$199.2M
Employees
24
Clients
--
Accounts
4

AUM Over Time

DateAug 2025
Total AUM$363M
Discretionary$199.2M
Non-Disc.$163.8M
Employees24
Clients4
DateSep 2024
Total AUM$379M
Discretionary$212.2M
Non-Disc.$166.8M
Employees21
Clients4
DateApr 2024
Total AUM$283.6M
Discretionary$235.9M
Non-Disc.$47.7M
Employees18
Clients6
DateApr 2024
Total AUM$283.6M
Discretionary$235.9M
Non-Disc.$47.7M
Employees18
Clients6
DateApr 2024
Total AUM$283.6M
Discretionary$235.9M
Non-Disc.$47.7M
Employees18
Clients6
DateJan 2024
Total AUM$283.6M
Discretionary$235.9M
Non-Disc.$47.7M
Employees18
Clients6
DateSep 2023
Total AUM$283.6M
Discretionary$235.9M
Non-Disc.$47.7M
Employees14
Clients6
DateOct 2022
Total AUM$314.1M
Discretionary$259.5M
Non-Disc.$54.6M
Employees14
Clients8
DateOct 2022
Total AUM$319.9M
Discretionary$265.3M
Non-Disc.$54.6M
Employees14
Clients8
DateJun 2022
Total AUM$340.8M
Discretionary$283.9M
Non-Disc.$56.9M
Employees15
Clients7
DateMay 2022
Total AUM$340.8M
Discretionary$283.9M
Non-Disc.$56.9M
Employees18
Clients7
DateApr 2022
Total AUM$340.8M
Discretionary$283.9M
Non-Disc.$56.9M
Employees18
Clients7
DateSep 2021
Total AUM$329.6M
Discretionary$276.3M
Non-Disc.$53.3M
Employees16
Clients6
DateJul 2021
Total AUM$300.7M
Discretionary$244.3M
Non-Disc.$56.4M
Employees14
Clients6
DateApr 2021
Total AUM$300.7M
Discretionary$244.3M
Non-Disc.$56.4M
Employees14
Clients6
DateApr 2021
Total AUM$300.7M
Discretionary$244.3M
Non-Disc.$56.4M
Employees14
Clients6
DateMar 2021
Total AUM$301.1M
Discretionary$244.3M
Non-Disc.$56.9M
Employees14
Clients4
DateJan 2021
Total AUM$303.1M
Discretionary$246.2M
Non-Disc.$56.9M
Employees14
Clients4
DateOct 2020
Total AUM$295.9M
Discretionary$241M
Non-Disc.$54.9M
Employees15
Clients4
DateOct 2020
Total AUM$240.3M
Discretionary$185.4M
Non-Disc.$54.9M
Employees15
Clients3
DateApr 2020
Total AUM$249.8M
Discretionary$196.9M
Non-Disc.$52.9M
Employees14
Clients3
DateMar 2020
Total AUM$249.8M
Discretionary$196.9M
Non-Disc.$52.9M
Employees14
Clients3
DateJan 2020
Total AUM$249.8M
Discretionary$196.9M
Non-Disc.$52.9M
Employees16
Clients3
DateDec 2019
Total AUM$224M
Discretionary$201.5M
Non-Disc.$22.5M
Employees16
Clients3
DateSep 2019
Total AUM$224M
Discretionary$201.5M
Non-Disc.$22.5M
Employees16
Clients3
DateSep 2019
Total AUM$224M
Discretionary$201.5M
Non-Disc.$22.5M
Employees16
Clients3
DateAug 2019
Total AUM$180.7M
Discretionary$157.3M
Non-Disc.$23.3M
Employees16
Clients3
DateAug 2019
Total AUM$180.7M
Discretionary$157.3M
Non-Disc.$23.3M
Employees16
Clients3
DateNov 2018
Total AUM$180.7M
Discretionary$157.3M
Non-Disc.$23.3M
Employees16
Clients3
DateOct 2018
Total AUM$180.7M
Discretionary$157.3M
Non-Disc.$23.3M
Employees18
Clients3
DateMar 2018
Total AUM$182.7M
Discretionary$161.6M
Non-Disc.$21.1M
Employees13
Clients3
DateSep 2017
Total AUM$182.7M
Discretionary$161.6M
Non-Disc.$21.1M
Employees13
Clients1
DateApr 2017
Total AUM$174M
Discretionary$154.6M
Non-Disc.$19.4M
Employees17
Clients1
DateApr 2017
Total AUM$174M
Discretionary$154.6M
Non-Disc.$19.4M
Employees17
Clients1
DateDec 2016
Total AUM$174M
Discretionary$154.6M
Non-Disc.$19.4M
Employees17
Clients1
DateNov 2016
Total AUM$174M
Discretionary$154.6M
Non-Disc.$19.4M
Employees17
Clients1
DateApr 2016
Total AUM$174M
Discretionary$154.6M
Non-Disc.$19.4M
Employees17
Clients1
DateMar 2016
Total AUM$174M
Discretionary$154.6M
Non-Disc.$19.4M
Employees17
Clients1
DateMar 2015
Total AUM$156.4M
Discretionary$136.6M
Non-Disc.$19.8M
Employees13
Clients1
DateMar 2014
Total AUM$131.6M
Discretionary$112.4M
Non-Disc.$19.2M
Employees11
Clients1
DateFeb 2013
Total AUM$46.8M
Discretionary$25.9M
Non-Disc.$21M
Employees7
Clients1
DateJan 2013
Total AUM$43.4M
Discretionary$25.4M
Non-Disc.$18M
Employees7
Clients1
DateJun 2012
Total AUM$43.4M
Discretionary$25.4M
Non-Disc.$18M
Employees--
Clients200
DateMay 2012
Total AUM$43.4M
Discretionary$25.4M
Non-Disc.$18M
Employees--
Clients200