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SAGARD HOLDINGS MANAGER LP
CRD 304924File 801-120342
APPROVED
Custody
Filing as of Apr 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.61B
Top 10% of cohort (national)
Discretionary AUM
$8.53B
Non-discretionary $82.6M
Clients
43
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 158 | 220 | increased by62 |
| Apr 1, 2026 | Clients | 39 | 43 | increased by4 |
| Apr 1, 2026 | AUM | $6,786,979,129 | $8,609,810,168 | increased by$1,822,831,039 |
| Apr 1, 2026 | Accounts | 41 | 45 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 90 | 158 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 22 | 39 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,536,317,432 | $6,786,979,129 | increased by$250,661,697 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22 | 41 | increased by19 |
| Apr 1, 2022 | Employees | 59 | 90 | increased by31 |
| Apr 1, 2022 | Clients | 16 | 22 | increased by6 |
| Apr 1, 2022 | AUM | $4,893,635,425 | $6,536,317,432 | increased by$1,642,682,007 |
| Apr 1, 2022 | Accounts | 16 | 22 | increased by6 |
| Jul 1, 2021 | Clients | 10 | 16 | increased by6 |
| Jul 1, 2021 | AUM | $2,400,195,184 | $4,893,635,425 | increased by$2,493,440,241 |
| Jul 1, 2021 | Accounts | 10 | 16 | increased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGARD HOLDINGS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGARD HOLDINGS” may also match similarly-named firms). Confirm identity against each filing.
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.