SANDSTONE Asset Management

Overview

• HeadquartersCalgary, Canada²
• Legal formAlberta Business Corporation²
• LEI549300TMOPX71ZACCN64²
• StatusActive²
• LEI statusIssued and current²
• Registered address104 LAKE LINNET CLOSE S.E., T2J 2J2 Calgary, Canada²
• Registered withMinistry of Service Alberta, 2010912224²

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Corporate structure

SANDSTONE Asset Management sits at the top of its group. 2 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

SANDSTONE Asset Management is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

• Assets it manages$330.7M³ 129 accounts, $330.3M with discretion
• Employees10 4 in investment advice or research
• ClientsHigh net worth individuals: 106 ($290.2M); Charitable organizations: 3 ($22.9M); Corporations or other businesses not listed above: 15 ($14.6M); Other: TRUSTS: 5 ($3.0M)
• How it is paidA percentage of assets under its management
• What it doesPortfolio management for individuals and/or small businesses; Portfolio management for pooled investment vehicles (other than investment companies); Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles); Selection of other advisers (including private fund managers)
• Holds client assetsNo
• Client brochureExempt from delivering one (Form ADV Part 2), so there is none to quote
• RegistrationSEC 801-71037, CRD 152742 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

• Sharon Elizabeth Watkinsowns 50% to 75%, since 06/2004
• Brent Donald Pickerlowns 25% to 50%, since 08/2013
• Niomi Niki Dunneowns 5% to 10%, since 04/2018

Timeline

1. Feb 11, 2004Founded SANDSTONE Asset Management is founded²

Stakes it holds

SANDSTONE Asset Management has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

• Longevity Health Holdings, Inc.SC 13G/A Mar 21, 2023 to Apr 18, 2024⁴