Sona Asset Management provides investment advice to a managed account within a private investment fund and to private, pooled investment vehicles. Sona Asset Management trades for the managed account based on strategy and risk parameters provided by Paloma. The firm does not tailor advisory services to the individual needs of any particular investor.
Assets Under Management$23B
Clients9
AdvisorsN/A
Avg. per Client$2.5B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Sona Asset Management is paid an investment management fee ranging from 1.5% to 2.0% per year of the net asset value of the applicable Sona Funds. The management fee is charged monthly and paid in arrears.
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Location
0 Advisors at this firm
No advisors found for this firm.