RIA Intel›Advisers›SAGARD HOLDINGS MANAGER LP

SAGARD HOLDINGS MANAGER LP

Advisory

N·TORONTO, ONTARIO

Data as of Apr 28, 2026 · Source: SEC Form ADV

Total AUM

$8.6B

1-Year AUM Growth

+6.6%

3-Year CAGR

+5.5%

Employees

65

Assets Under Management

Total AUM$8.6B

Discretionary AUM$8.5B

Non-Discretionary AUM$83M

Discretionary %99%

Total Clients39

Team

Total Employees65

Investment Advisers220

Employee Growth (1Y)+12.8%

Filing History

Total Filings on Record9

First FilingJan 15, 2021

Latest FilingApr 28, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SAGARD HOLDINGS MANAGER LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.