DFX Intelligence

Data Factory

Private equityFirmfund of funds · probablelower middle market

Sarona Asset Management Inc.

Private Equity

Kitchener

Sarona invests globally with deep expertise in emerging markets, targeting competitive returns and lasting impact through trusted local partnerships.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3ce0e319-4884-4922-9d1f-81119fdb500a

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 78
Dated events: 33
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

SARONA ASSET MANAGEMENT INC.

Registered adviser · shared crd

Private Creditidentity

SARONA ASSET MANAGEMENT INC.

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 7
PE funds: 5
Vintages: 2013 to 2022
PE GAV, 2024 filing: $212Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $379M
Investments: 25
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-09-19
Latest ADV filing: Sep 19, 2024
Employees (ADV): 21
Website: saronafund.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Sarona Accial Impact Lending Fund LP	2022	Unknown	Other Private Fund	n/a	$5.8M
Sarona Frontier Markets Fund 3 LP	2019	Mature	Private Equity Fund	n/a	$108M
Sarona Trade Finance Fund LP	2017	Harvest	Other Private Fund	n/a	$3.3M
Sarona Frontier Markets Fund 2 LP	2014	Harvest	Private Equity Fund	n/a	$99.8M
Mennonite Economic Development Associates	2013	Wound down	Private Equity Fund	n/a	$18.1M
Sarona Risk Capital Fund 1, LP	2013	Unknown	Private Equity Fund	n/a	$389,000
Sarona Frontier Markets Fund 1 LP	n/a	Harvest	Private Equity Fund	n/a	$4.9M

Investments

Company	State	Role	Control	Invested	Exited	Status
Date of Investment	n/a	unknown	unknown	Jan 1, 2008	n/a	exited
2Go Group Inc.	n/a	unknown	unknown	n/a	n/a	unknown
Aba	n/a	unknown	unknown	n/a	n/a	unknown
Acceso Corp S.A.	n/a	unknown	unknown	n/a	n/a	unknown
Access Bank Africa (Tanzania)	n/a	unknown	unknown	n/a	n/a	unknown
Acercasa	n/a	unknown	unknown	n/a	n/a	unknown
Adumo (Crossfin Apis Transactional Solutions)	n/a	unknown	unknown	n/a	n/a	unknown
Africa Lifestyle Limited (Screes Limited)	n/a	unknown	unknown	n/a	n/a	unknown
Agh	n/a	unknown	unknown	n/a	n/a	unknown
Akdital	n/a	unknown	unknown	n/a	n/a	unknown
Ambar	n/a	unknown	unknown	n/a	n/a	unknown
Arnur Credit LLP	n/a	unknown	unknown	n/a	n/a	unknown
Asset Medical Tasarim A.S	n/a	unknown	unknown	n/a	n/a	unknown
Astrim	n/a	unknown	unknown	n/a	n/a	unknown
Aureumaex Industries	n/a	unknown	unknown	n/a	n/a	unknown
Aureumaex Medical	n/a	unknown	unknown	n/a	n/a	unknown
Autoking	n/a	unknown	unknown	n/a	n/a	unknown
Fund: MicroVest II	n/a	unknown	unknown	n/a	n/a	exited
Invested Fund(s)	n/a	unknown	unknown	n/a	n/a	exited
Geographic Focus	n/a	unknown	unknown	n/a	n/a	exited
Sector: Finance	n/a	unknown	unknown	n/a	n/a	exited
Accessbank.Co.Tz	n/a	unknown	unknown	n/a	n/a	exited
Fund: Alta Growth II	n/a	unknown	unknown	n/a	n/a	exited
Sector: Consumer Goods	n/a	unknown	unknown	n/a	n/a	exited
Agh.Mx	n/a	unknown	unknown	n/a	n/a	exited

Relationships

Employs (41)

→ Maggie KonstantinPersonInvestment Manager
factThe subject's own site
→ Lesly Ann T. MartinPersonSenior Fund Accountant
factThe subject's own site
→ Khrizzia Mhay LorenaPersonFund Accountant
factThe subject's own site
→ Alyza FernandoPersonSenior Fund Accountant
factThe subject's own site
→ Kristoffer Bryan GarciaPersonAccountant
factThe subject's own site
→ Geoffrey HenryPersonSenior Accountant
factThe subject's own site
→ Cindy Wang, CPAPersonManager of Corporate Operations
factThe subject's own site
→ Kwaku A. Addo-Abedi, MBA, CPAPersonManager of Fund Operations
factThe subject's own site
→ Kariba SpiffPersonSenior Legal and Compliance Associate
factThe subject's own site
→ Erika CastilloPersonResearch Specialist
factThe subject's own site
→ Cassandra BuenafePersonInvestor Relations Associate
factThe subject's own site
→ Alyssa TrinidadPersonMarketing & Communications Associate
factThe subject's own site
→ Funmi MakinwaPersonSenior Investor Relations Associate
factThe subject's own site
→ Tonia KrauserPersonDirector of Marketing & Communications
factThe subject's own site
→ Andi Darell AlhakimPersonTechnical Assistance Coordinator
factThe subject's own site
→ Quan TranPersonInvestment Analyst
factThe subject's own site
→ Serge Levert-ChiassonPersonManaging Partner, Cco
Jun 1, 2022 to presentfactForm ADV, The subject's own site
→ Ralitsa Mihayova RizvanolliPersonPartner, Investments
Oct 1, 2022 to presentfactForm ADV, The subject's own site
→ Patrick Nmn HergtPersonPartner, Business Development
Oct 1, 2022 to presentfactForm ADV, The subject's own site
→ Mat LeRoux, CPAPersonPartner, Head of Finance and Operations
factThe subject's own site
→ Emre KarabekirogullariPersonManaging Director of Investments
factThe subject's own site
→ Marie TorresPersonDirector of Impact
factThe subject's own site
→ Queentries RegarPersonManager of Technical Assistance
factThe subject's own site
→ Kristina KuznetsovaPersonSenior Impact Associate
factThe subject's own site
→ Waroon ChhabraPersonSenior Investment Associate
factThe subject's own site
→ Shameek PatelPersonManager of Investments
factThe subject's own site
→ Pulkit BaidPersonInvestment Associate
factThe subject's own site
→ Amy DoPersonInvestment Manager
factThe subject's own site
→ Mathew Paul LerouxPersonPartner, Finance & Operations
Oct 1, 2022 to presentfactForm ADV
→ Serge Nmn Levert-ChiassonPersonShareholder
Dec 1, 2011 to presentfactForm ADV
and 11 more

Invested in (25)

→ Aureumaex IndustriesCompanyunknown
factThe subject's own site
→ ABACompanyunknown
factThe subject's own site
→ Acceso Corp S.A.Companyunknown
factThe subject's own site
→ Access Bank Africa (Tanzania)Companyunknown
factThe subject's own site
→ AcercasaCompanyunknown
factThe subject's own site
→ Adumo (Crossfin Apis Transactional Solutions)Companyunknown
factThe subject's own site
→ Africa Lifestyle Limited (Screes Limited)Companyunknown
factThe subject's own site
→ AGHCompanyunknown
factThe subject's own site
→ AKDITALCompanyunknown
factThe subject's own site
→ AmbarCompanyunknown
factThe subject's own site
→ Arnur Credit LLPCompanyunknown
factThe subject's own site
→ Asset Medical Tasarim A.SCompanyunknown
factThe subject's own site
→ AstrimCompanyunknown
factThe subject's own site
→ Aureumaex MedicalCompanyunknown
factThe subject's own site
→ AutokingCompanyunknown
factThe subject's own site
→ Fund: MicroVest IICompanyunknown
factThe subject's own site
→ Invested Fund(s)Companyunknown
factThe subject's own site
→ Geographic FocusCompanyunknown
factThe subject's own site
→ Sector: FinanceCompanyunknown
factThe subject's own site
→ Date of InvestmentCompanyunknown
Jan 1, 2008 to presentfactThe subject's own site
→ Accessbank.Co.TzCompanyunknown
factThe subject's own site
→ Fund: Alta Growth IICompanyunknown
factThe subject's own site
→ Sector: Consumer GoodsCompanyunknown
factThe subject's own site
→ Agh.MxCompanyunknown
factThe subject's own site
→ 2Go Group Inc.Companyunknown
factThe subject's own site

Manages (7)

→ Sarona Trade Finance Fund LPFundPrivate Equity Fund
Sep 1, 2017 to presentfactForm ADV
→ Sarona Frontier Markets Fund 3 LPFundPrivate Equity Fund
Sep 27, 2019 to presentfactForm ADV
→ Sarona Accial Impact Lending Fund LPFundOther Private Fund
Apr 27, 2022 to presentfactForm ADV
→ Sarona Frontier Markets Fund 1 LPFundPrivate Equity Fund
May 3, 2012 to presentfactForm ADV
→ Sarona Risk Capital Fund 1, LPFundPrivate Equity Fund
Jan 22, 2013 to presentfactForm ADV
→ Mennonite Economic Development AssociatesFundPrivate Equity Fund
Jan 22, 2013 to presentfactForm ADV
→ Sarona Frontier Markets Fund 2 LPFundPrivate Equity Fund
Mar 13, 2014 to presentfactForm ADV

Owns (2)

← Muscadet Holdings IncFirmShareholder
Dec 1, 2011 to presentfactForm ADV
← Sesop Inc.FirmShareholder
Sep 1, 2020 to presentfactForm ADV

Dated events

12 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 5, 2022
Person left
Gerhard Nmn Pries (Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Oct 1, 2022
Person joined
Ralitsa Mihayova Rizvanolli joined Schedule A of Sarona Asset Management Inc. as Partner, Impact Mandates
Form ADVobserved 7 days ago
Occurred
Oct 1, 2022
Person joined
Patrick Nmn Hergt joined Schedule A of Sarona Asset Management Inc. as Partner, Business Development
Form ADVobserved 7 days ago
Occurred
Oct 1, 2022
Person joined
Mathew Paul Leroux joined Schedule A of Sarona Asset Management Inc. as Partner, Finance & Operations
Form ADVobserved 7 days ago
Occurred
Jun 28, 2022
Person left
J Alex Hartzler (Chairman) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Jun 28, 2022
Person left
Paulus Jahoda Ingram (Deputy Ceo) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Laura Dawn Brightsen (Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Aug 13, 2019
Person left
Menno Maarten Derks (Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Aug 13, 2019
Person left
Menno Maarten Derks (Partner, Md Fund Investments) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Aug 1, 2019
Person joined
Paulus Jahoda Ingram joined Schedule A of Sarona Asset Management Inc. as Deputy Ceo
Form ADVobserved 7 days ago
Occurred
Aug 1, 2019
Person joined
Laura Dawn Brightsen joined Schedule A of Sarona Asset Management Inc. as Shareholder
Form ADVobserved 7 days ago
Occurred
Mar 5, 2018
Person left
Vivina Nmn Berla Bertolli (European Managing Director & Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Mar 5, 2018
Person left
Hilda Louise Pries (Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Mar 5, 2018
Person left
Vivina Bertolli Berla (Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Apr 10, 2017
Person left
Hilda Pries (Shareholder) no longer on Schedule A of Sarona Asset Management Inc.
Form ADVobserved 7 days ago
Occurred
Oct 1, 2014
Person joined
Menno Derks joined Schedule A of Sarona Asset Management Inc. as Shareholder
Form ADVobserved 7 days ago
Occurred
Oct 1, 2014
Person joined
Menno Maarten Derks joined Schedule A of Sarona Asset Management Inc. as Shareholder
Form ADVobserved 7 days ago
Occurred
May 3, 2012
Adviser first adv filing
Sarona Asset Management Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago
Occurred
Dec 1, 2011
Person joined
Hilda Louise Pries joined Schedule A of Sarona Asset Management Inc. as Shareholder
Form ADVobserved 7 days ago
Occurred
Dec 1, 2011
Person joined
Vivina Bertolli Berla joined Schedule A of Sarona Asset Management Inc. as Shareholder
Form ADVobserved 7 days ago
Occurred
Dec 1, 2011
Person joined
Serge Nmn Levert-Chiasson joined Schedule A of Sarona Asset Management Inc. as Shareholder
Form ADVobserved 7 days ago

Show 12 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Responsible Exits – Exiting with Intention
First seen by DFX
Sep 17, 2026
date not stated
ShopUp partners with Sarona, ADI Australia on leadership programme
First seen by DFX
Sep 17, 2026
date not stated
ADM Capital Closes $48M Climate Fund for Southeast Asian Agriculture, With Sarona Among the Backers
First seen by DFX
Sep 17, 2026
date not stated
Driving Returns Through Responsible Investments
Occurred
Apr 27, 2022
Sarona Accial Impact Lending Fund LP first reported on Form ADV by Sarona Asset Management Inc. (Other Private Fund), GAV $2,984,696
Occurred
Sep 27, 2019
Sarona Frontier Markets Fund 3 LP first reported on Form ADV by Sarona Asset Management Inc. (Private Equity Fund), GAV $3,757,500
Occurred
Sep 1, 2017
Sarona Trade Finance Fund LP first reported on Form ADV by Sarona Asset Management Inc. (Private Equity Fund), GAV $12,622,460
Occurred
Mar 24, 2015
Fund 805-7623868406 no longer reported on Form ADV by Sarona Asset Management Inc.
Occurred
Mar 13, 2014
Sarona Frontier Markets Fund 2 LP first reported on Form ADV by Sarona Asset Management Inc. (Private Equity Fund), GAV $85,484,417
Occurred
Jan 22, 2013
Mennonite Economic Development Associates first reported on Form ADV by Sarona Asset Management Inc. (Private Equity Fund), GAV $19,000,315
Occurred
Jan 22, 2013
Sarona Risk Capital Fund 1, LP first reported on Form ADV by Sarona Asset Management Inc. (Private Equity Fund), GAV $1,953,374
Occurred
May 3, 2012
Sarona Frontier Markets Fund 1 LP first reported on Form ADV by Sarona Asset Management Inc. (Private Equity Fund), GAV $17,431,421

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 2 work emails (firm website) · as of 2026-09-17

Maggie Konstantin
Investment Manager · Revealable: 1 professional profile (firm website)
Lesly Ann T. Martin
Senior Fund Accountant · Revealable: 1 professional profile (firm website)
Khrizzia Mhay Lorena
Fund Accountant · Revealable: 1 professional profile (firm website)
Alyza Fernando
Senior Fund Accountant · Revealable: 1 professional profile (firm website)
Kristoffer Bryan Garcia
Accountant · Revealable: 1 professional profile (firm website)
Geoffrey Henry
Senior Accountant · Revealable: 1 professional profile (firm website)
Cindy Wang, CPA
Manager of Corporate Operations · Revealable: 1 professional profile (firm website)
Kwaku A. Addo-Abedi, MBA, CPA
Manager of Fund Operations · Revealable: 1 professional profile (firm website)
Kariba Spiff
Senior Legal and Compliance Associate · Revealable: 1 professional profile (firm website)
Erika Castillo
Research Specialist · Revealable: 1 professional profile (firm website)
Cassandra Buenafe
Investor Relations Associate · Revealable: 1 professional profile (firm website)
Alyssa Trinidad
Marketing & Communications Associate · Revealable: 1 professional profile (firm website)
Funmi Makinwa
Senior Investor Relations Associate · Revealable: 1 professional profile (firm website)
Tonia Krauser
Director of Marketing & Communications · Revealable: 1 professional profile (firm website)
Andi Darell Alhakim
Technical Assistance Coordinator · Revealable: 1 professional profile (firm website)
Quan Tran
Investment Analyst · Revealable: 1 professional profile (firm website)
Serge Levert-Chiasson
Managing Partner, Cco · Revealable: 1 professional profile (firm website)
Ralitsa Mihayova Rizvanolli
Partner, Investments · Revealable: 1 professional profile (firm website)
Patrick Nmn Hergt
Partner, Business Development · Revealable: 1 professional profile (firm website)
Mat LeRoux, CPA
Partner, Head of Finance and Operations · Revealable: 1 professional profile (firm website)
Emre Karabekirogullari
Managing Director of Investments · Revealable: 1 professional profile (firm website)
Marie Torres
Director of Impact · Revealable: 1 professional profile (firm website)
Queentries Regar
Manager of Technical Assistance · Revealable: 1 professional profile (firm website)
Kristina Kuznetsova
Senior Impact Associate · Revealable: 1 professional profile (firm website)
Waroon Chhabra
Senior Investment Associate · Revealable: 1 professional profile (firm website)
Shameek Patel
Manager of Investments · Revealable: 1 professional profile (firm website)
Pulkit Baid
Investment Associate · Revealable: 1 professional profile (firm website)
Amy Do
Investment Manager · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Mathew Paul Leroux (Partner, Finance & Operations), Serge Nmn Levert-Chiasson (Shareholder), Jessica Luella West (Shareholder).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance