Sardona Global Advisors LLC

Sardona Global Advisors is a state-registered investment adviser that, as of September 30, 2026, reports discretionary management of approximately $2.15 million across four client accounts custodied at StoneX Financial Inc. The firm provides portfolio management for individuals and entities, advises on private placements and pooled investment vehicles, and also offers non-advisory services such as private fund administration, consolidated reporting and account aggregation.

The firm follows a multi-asset, multi-style, multi-manager approach and prepares an individualized Investment Policy Statement for each client, using fundamental and technical analysis and a mix of long-term and short-term strategies. Sardona may engage third‑party sub‑advisers, include illiquid or structured investments where suitable, and, for qualifying clients, assesses performance-based fees calculated on a quarterly basis.

What is distinctive about Sardona is its small client base and modest AUM alongside capabilities more common to larger firms: it may act as manager or advisor to pooled investment vehicles and provides fund administration services for offshore private funds. The firm also discloses several related entities (including a foreign broker‑dealer, family office and banking interests) and notes the principal’s role as director on certain client accounts, identifying those relationships as potential conflicts subject to supervisory policies.