SAGARD PRIVATE EQUITY SOLUTIONS

RIASEC RegisteredEst. 2001

Total AUM

$9.4B

Discretionary

$4.4B

47% of AUM

Avg account

$254M

Accounts

Employees

Advisory reps

Firm details

Headquarters: GREENWICH, Connecticut
CRD number: 110207
Registered since: March 1, 2001
Website: www.peqm.com
Custodians: STATE STREET BANK AND TRUST COMPANY, INSTITUTIONAL INVESTOR SERV
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses49.7%
Pooled Investment Vehicles46.61%
State / Municipal Government1.89%
Other1.79%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sagard Private Equity Solutions is a private-equity–focused manager that serves institutional clients through a mix of fund sponsorship and portfolio management for pooled investment vehicles and institutions. The firm combines running its own private funds with allocating to third‑party managers, and it charges a mix of asset‑based and performance fees. Sagard is registered as an active ESG investor and describes itself as a multifaceted fund manager, with primary activity in private equity and venture capital alongside real estate and private credit exposures. Its business activities also include sponsor and GP roles for pooled vehicles and related institutional services, and it participates in affiliated activities such as broker‑dealer, trust, and insurance company relationships.