Sarona Asset Management key facts
- Sarona Asset Management is a fund of funds based in Kitchener, Ontario with 2 tracked portfolio companies.
- Notable positions include Crediclub, Xpressbees.
- The team roster lists 14 people.
About Sarona Asset Management
Sarona Asset Management is a fund of funds based in Kitchener, Ontario. Established in 1953, the firm has singular expertise in investing in private companies in emerging markets. The firm's team is focused on lower mid-market companies that serve the rising middle class, investing both directly and through local funds and intermediaries. The firm is committed to achieving strong financial returns for its investors. This commitment is embodied in each of their investment strategies equity and private debt. The firm believes that applying social and environmental values to each investment decision builds a better world for current and future generations. The assets are managed by the board of directors.
Sarona Asset Management portfolio at a glance
2 portfolio companies are on record for Sarona Asset Management: Crediclub and Xpressbees.
Sarona Asset Management team
14 people are on record at Sarona Asset Management: 6 partners, 2 associates, 1 managing partner, 1 analyst and 4 others. Senior names include Serge LeVert-Chiasson (Chief Compliance Officer), Emre Karabekirogullari (Director) and Linda Mok (Director). 14 of them have a verified direct contact on file.
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Sarona Asset Management at the SEC
Form ADV · 2026-01 · CRD 160963- Regulatory AUM
- —
- Private fund assets
- $212.2M
- Private funds
- 3 · 3 private equity
- Staff
- 27
- Registered office
- KITCHENER
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SARONA ASSET MANAGEMENT INC.).
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Portfolio
2 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Crediclub | — | ▮ | ▮ | ▮ |
| Xpressbees | Logistics | ▮ | ▮ | ▮ |
All 2 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Sarona Asset Management
- What companies does Sarona Asset Management invest in?
- Sarona Asset Management has 2 recorded portfolio companies, including Crediclub, Xpressbees.
- What is Sarona Asset Management's AUM?
- Sarona Asset Management manages approximately $363 in assets.