SAGARD REAL ESTATE ADVISORS

RIASEC RegisteredEst. 2013

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$38.7M

Accounts

Employees

109

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 167125
Registered since: October 25, 2013
Website: everwest.com
Fee structure: Percentage of AUM, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sagard Real Estate Advisors is an SEC-registered investment adviser formed as an LLC that concentrates on real estate investment management for institutional clients. The firm’s advisory activity centers on running pooled real estate vehicles, managing portfolios for businesses or institutions, and selecting third-party managers when needed. It also acts in sponsor and general partner roles for pooled vehicles, and maintains affiliations across broker‑dealer, trust, insurance and sponsor channels to support its fund operations. Investment activity is concentrated in real estate strategies delivered through closed and pooled funds the firm manages or oversees. Sagard Real Estate Advisors charges fees tied to assets under management and offers portfolio management services tailored to institutional mandates rather than retail accounts. The firm is not positioned as an ESG-driven allocator.