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SANDSTONE ASSET MANAGEMENT INC.
CRD 152742File 801-71037
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$330.7M
Below cohort median (national)
Discretionary AUM
$330.3M
Non-discretionary $429K
Clients
124
129 accounts
Employees
10
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 27, 2010
- Principal office
- 115, 101 - 6TH STREET SW, CALGARY, T2P 5K7
- Phone
- 403-218-6125
- Website
- HTTP://WWW.SANDSTONEAM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.7M
- Discretionary AUM
- $330.3M
- Non-discretionary AUM
- $429K
- Discretionary accounts
- 126
- Non-discretionary accounts
- 3
- Total accounts
- 129
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $14.6M |
| Charitable organizations | Fewer than 5 | $22.9M |
| High net worth individuals | 106 | $290.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 129 | 124 | decreased by5 |
| Jul 1, 2026 | Clients | 136 | 129 | decreased by7 |
| Jul 1, 2026 | AUM | $277,787,132 | $330,723,534 | increased by$52,936,402 |
| Jul 1, 2026 | Accounts | 136 | 129 | decreased by7 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 147 | 136 | decreased by11 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $290,909,549 | $277,787,132 | decreased by$13,122,417 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 147 | 136 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 137 | 147 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $285,701,000 | $290,909,549 | increased by$5,208,549 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 139 | 147 | increased by8 |
| Jul 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Jul 1, 2022 | Clients | 139 | 137 | decreased by2 |
| Jul 1, 2022 | AUM | $273,924,000 | $285,701,000 | increased by$11,777,000 |
| Jul 1, 2022 | Accounts | 148 | 139 | decreased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SANDSTONE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANDSTONE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.