Sardona Global Advisors LLC

Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds and institutional clients, and also serves high‑net‑worth individuals, trusts, estates and business entities on a discretionary and non‑discretionary basis. Beyond portfolio management, the firm offers non‑advisory services including private fund administration, consolidated reporting, and various company management services such as corporate administration and real estate acquisition and management.

The firm follows a multi‑asset, multi‑manager approach, building portfolios around client‑specific Investment Policy Statements and using fundamental and technical analysis alongside third‑party research. Sardona conducts due diligence and ongoing oversight of selected sub‑advisers, while retaining responsibility for managing portions of client assets that are not delegated to outside managers.

What is distinctive for this investment manager is its explicit role in selecting and supervising other advisers and its willingness to act as a co‑advisor and share advisory arrangements, with the potential to receive cash compensation from third‑party managers. The firm also highlights cross‑border capabilities — advising on private pooled vehicles, offshore investments and currency matters — and discloses that principals have ownership interests in related financial entities across jurisdictions; at the time of filing it reported no clients or assets under management.