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 U.S. limited liability company that operates as a private equity fund adviser to primarily institutional clients. Registered with the SEC in 2022, the firm provides portfolio management services for pooled investment vehicles and for businesses or institutional accounts. Its compensation includes both a percentage-of-assets fee and performance‑based fees. The firm identifies as an active ESG investor and maintains a mix of industry roles and affiliations that extend beyond advisory work, including ties to broker‑dealers, trust companies, insurance firms, and responsibilities as sponsor or managing member of pooled investment vehicles.