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SANDSTONE ASSET MANAGEMENT INC.
CRD 152742File 801-71037
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 129 | 124 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.