Sagard Holdings Manager LP
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 304924
- Registered since
- February 16, 2021
- Website
- www.sagard.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles93.87%
- Insurance Companies4.11%
- Corporations / Businesses2.03%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sagard Holdings Manager LP is a limited partnership that positions itself as a multi-strategy fund manager with a strong private markets orientation. Registered in 2021, the firm serves institutional clients and operates with a fee model that combines a percentage of assets under management and performance-based fees. Its advisory scope includes portfolio management for pooled investment vehicles as well as for businesses and other institutions. Sagard identifies as an active ESG investor and maintains a range of industry roles beyond pure advisory functions, including sponsoring pooled vehicles and serving in capacities aligned with broker-dealer, trust, insurance and commodity derivatives registrant activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4
Junaid Subhan
Vice President, Chief Compliance OfficerCRD 7321091

Stephan Klee
Partner and Chief Financial OfficerCRD 6851909

Paul Desmarais
Chairman and Chief Executive OfficerCRD 4832995
Contacts
2 of 2Michael Hassan
Managing Director, General CounselCRD 7895444

Samuel Robinson
Co-FounderCRD 4001078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 161 Bay St
- Office locations
Similar firms
Tiff Investment Management
RIARadnor, PA
Saturna Capital Corporation
RIABellingham, WA
Wind Point Partners
RIAChicago, IL
FIL Investment Advisors
RIAPembroke
Trinity Street Asset Management LLP
RIALondon
Marcuard Family Office Ltd
RIAZurich