Data / Investment advisers / New York / Sona Asset Management (US) LLC
Sona Asset Management (US) LLC, New York, NY: $33.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sona Asset Management (US) LLC is an SEC registered investment adviser with its main office in New York, New York and reports $33.5 billion in regulatory assets under management in its Form ADV filed July 9, 2026. Its clients include pooled investment vehicles, sovereign wealth funds and foreign official institutions and pension and profit sharing plans. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.
The request: Watch Sona Asset Management (US) LLC (CRD number 291738): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 291738
- SEC file number
- 801-112410
- SEC status
- Approved, effective February 7, 2018
- Main office
- 730 3rd Avenue 26th Floor, New York, NY 10017
- Phone
- (646) 779-6300
- Regulatory AUM
- $33,488,793,242 in the Form ADV filed July 9, 2026
- Discretionary AUM
- $33,488,793,242
- Accounts
- 20
- Employees
- 39, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 5: 3 other private funds, 2 hedge funds
- Gross assets of private funds
- $29,360,403,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 15 | $30.49 billion |
| Sovereign wealth funds and foreign official institutions | 2 | $3.00 billion |
| Pension and profit sharing plans | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $33.49 billion | March 31, 2026 |
| December 1, 2025 | $22.62 billion | May 14, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| King Street Capital Management, L.P. | New York | $34.57 billion | 63 | adviserinfo.sec.gov |
| Brevan Howard US Investment Management LP | New York | $34.39 billion | Not listed | adviserinfo.sec.gov |
| Wealthspire Advisors | New York | $34.32 billion | Not listed | adviserinfo.sec.gov |
| Voya Alternative Asset Management LLC | New York | $34.01 billion | 56 | adviserinfo.sec.gov |
| Pacific Way Capital Management, LLC | New York | $33.57 billion | 9 | adviserinfo.sec.gov |
| BNY Mellon Advisors, Inc. | New York | $33.48 billion | Not listed | adviserinfo.sec.gov |
| D. E. Shaw Investment Management, L.L.C. | New York | $33.37 billion | 17 | adviserinfo.sec.gov |
| Redding Ridge Asset Management LLC | New York | $33.32 billion | 83 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving sovereign wealth funds and foreign official institutions
- Advisers that manage private funds
- Sona Asset Management (US) LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.