SAGARD HOLDINGS MANAGER LP

CRD 304924File 801-120342

APPROVED

Custody

Filing as of Apr 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.61B

Top 10% of cohort (national)

Discretionary AUM

$8.53B

Non-discretionary $82.6M

Clients

45 accounts

Employees

220

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: HQ
Registration date: Feb 16, 2021
Principal office: 161 BAY STREET, SUITE 5000, TORONTO, ONTARIO, M5J 2S1
Phone: 416-607-2250
Website: https://www.sagard.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.61B
Discretionary AUM: $8.53B
Non-discretionary AUM: $82.6M
Discretionary accounts: 44
Non-discretionary accounts: 1
Total accounts: 45
AUM per client: $200.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$174.6M
Insurance companies	Fewer than 5	$353.5M
Pooled investment vehicles	39	$8.08B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.