Sagard Holdings Manager (US) LLC

RIASEC RegisteredEst. 2022

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$118M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 322374
Registered since: September 15, 2022
Website: www.sagard.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles72.35%
Insurance Companies17.22%
Corporations / Businesses7.14%
Other Investment Advisers3.29%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sagard Holdings Manager (US) LLC is a limited liability company that operates as a private equity fund manager and registered investment adviser (SEC registration began in 2022). Its client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. The firm charges both a percentage-of-assets fee and performance-based fees and identifies itself as an active ESG investor. Corporate affiliations noted in filings include roles such as sponsor/GP/managing member of pooled vehicles and relationships with broker-dealers, trust companies, insurance companies and commodity pool/CTA activities.