SEC-Registered Investment Adviser
Sagard Holdings Manager LP
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 28, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 16, 2021
- Principal office
- 161 Bay Street, Suite 5000, Toronto, Ontario M5j 2s1
- Organized as
- Limited Partnership
- Fiscal year end
- December
- Other offices
- 5
- Website
- www.sagard.com
Scale
- Regulatory AUM
- $8.6B
- Discretionary / non-discretionary
- $8.5B / $82.6M
- Attributable to non-US clients
- $8.0B
- Accounts
- 45
- Clients
- 0
- Employees
- 220, 65 in advisory roles
- Private funds advised
- 17
- Private fund gross assets
- $2.5B
- Fund types
- 15 private equity funds, 2 venture capital funds
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- pooled investment vehicles (39); insurance companies (2); corporations or other businesses (2)
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a trust company, an insurance company or agency, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 13 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 28, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.