Investment adviser · CRD 152742
SANDSTONE ASSET MANAGEMENT INC.
Investment adviser filing (IA)
CALGARY, Canada · Form ADV filed Jun 22, 2026
- Regulatory AUM
- $331M Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 106 | $290,215,224 | 87.8% |
| Charities | Fewer than 5 | $22,881,127 | 6.9% |
| Corporations & businesses | 15 | $14,578,790 | 4.4% |
| Other clients | 5 | $3,048,393 | 0.9% |
Filing source
Form ADV 2108554 · Jun 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 22, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
115, 101 - 6TH STREET SWCALGARY, T2P 5K7, Canada
CRD 152742
Filing source
Form ADV 2108554 · Jun 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.