The SONA ASSET MANAGEMENT is a privately held investment adviser that advises $34.79Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. SONA ASSET MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 1,123.37% over the last 5-years.
The Group has been registered with the SEC for 8.48 years and is comprised of 3 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 730 3RD AVENUE 26TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 50 employees comprised of 34 investment and 16 non-investment staff. The total number of Employees increased by 525% over the last 5-years.
Their $34.79Bn in assets advised are owned by 30 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $31.79Bn or 91.39% of Total Assets and Sovereign Wealth Funds and Foreign Official Institutions own $3Bn or 8.61% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Fund of Funds and Long/Short Equity, representing 100%, 0% and 0% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Sovereign Wealth Funds and Foreign Official Institutions.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 8 Prime Brokers, 12 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
SONA ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.