Sagard Holdings Manager LP

RIASEC RegisteredEst. 2021
Total AUM
$8.6B
Discretionary
$8.5B
99% of AUM
Avg account
$191M
Accounts
45
Employees
220
Advisory reps
6

Firm details

Headquarters
Toronto Ontario,
CRD number
304924
Registered since
February 16, 2021
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

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • Junaid Subhan

    Junaid Subhan

    Vice President, Chief Compliance OfficerCRD 7321091

  • Stephan Klee

    Stephan Klee

    Partner and Chief Financial OfficerCRD 6851909

  • Paul Desmarais

    Paul Desmarais

    Chairman and Chief Executive OfficerCRD 4832995

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Contacts

2 of 2
  • Michael Hassan

    Managing Director, General CounselCRD 7895444

  • Samuel Robinson

    Samuel Robinson

    Co-FounderCRD 4001078

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
161 Bay St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth