Sona Asset Management (US) LLC
New York, NY·SEC-registered · CRD #291738
Sona Asset Management (US) LLC is an SEC-registered investment advisory firm in New York, NY managing $33B across 20 client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$33B
Client accounts
20
Advisory staff
31
Fee model
Fee-only
How Sona Asset Management (US) LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sona Asset Management (US) LLC
How much does Sona Asset Management (US) LLC manage?
Per its most recent SEC Form ADV filing (06/12/2026), Sona Asset Management (US) LLC reports $33B in regulatory assets under management across roughly 20 client accounts.
How does Sona Asset Management (US) LLC charge?
Sona Asset Management (US) LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sona Asset Management (US) LLC a fiduciary?
Yes. Sona Asset Management (US) LLC is registered with the U.S. Securities and Exchange Commission (CRD #291738), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sona Asset Management (US) LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sona Asset Management (US) LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sona Asset Management (US) LLC's public SEC Form ADV filing (CRD #291738, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sona Asset Management (US) LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sona Asset Management (US) LLC? Claim this profile.