# Sarona Asset Management

Sarona Asset Management is an Asset Manager based in Kitchener, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Kitchener, Canada
- **Region:** North America
- **Address:** 137 Glasgow Street, Suite 210, Unit 148, Kitchener, Ontario N2G 4X8, Canada
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** saronafund.com
- **LinkedIn:** https://www.linkedin.com/company/sarona-asset-management

## Regulatory record

- **CRD number:** 160963
- **SEC file number:** 801-76668
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-06T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160963

## About

Sarona Asset Management is an SEC-registered investment adviser in Kitchener, registered since 2012. The firm manages $363 million in assets, with $199 million on a discretionary basis. It has 27 employees and 13 investment advisers.

## Sectors

- Financials
- Healthcare
- Consumer
- Technology
- Industrials
- Energy
- Real Estate
- Education

## Offices

- Amsterdam, Netherlands
- Albany, NY, United States
- Sydney, Australia
- Singapore
- Luxembourg

## Questions

### What is Sarona's approach to environmental, social, and governance integration?

Sarona embeds social and environmental values in every investment decision. Since 2022, it has applied the 2X Criteria for gender-lens investing as a member of 2X Global. The 2025 Values Report highlights climate-action investments in Vietnam, India, and West Africa. An ESG-feedback email channel invites stakeholders to report concerns directly to the firm.

### How does Sarona measure impact beyond the 2X gender-lens criteria?

Sarona publishes an annual Values Report that tracks climate-action investments and other impact metrics. The firm frames its overall impact thesis around building the middle class through job creation and access to essential goods and services. Concrete metrics beyond the 2X Challenge alignment are not publicly disclosed, but the firm solicits stakeholder feedback via a dedicated ESG email channel.

## Related profiles

- [Sarmis Capital](https://altss.com/profile/sarmis-capital)
- [Sarona Ventures](https://altss.com/profile/sarona-ventures)

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Last updated: 2026-07-08T22:58:48.304Z

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