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Chief Financial Officer · Sagard Holdings Manager LP

Stephan N. Klee

CRD 6851909 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Sagard Holdings Manager LP, an SEC-registered private fund adviser based in Toronto, Ontario, Canada with $8.6 billion in regulatory assets, lists Stephan N. Klee on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Stephan at 2 other registered advisers.

Firms and roles

AtlasMembers

Stephan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Paul G. Desmarais IIIChairman and Chief Executive Officer, Sagard Holdings Manager LP
  • Samuel D. RobinsonCo-Founder and Vice Chairman, Sagard Holdings Manager LP
  • Adam D. VignaChief Investment Officer, Sagard Holdings Manager LP
  • Junaid K. SubhanVice President, Legal Affairs and Chief Compliance Officer, Sagard Holdings Manager LP
  • Michael N. HassanManaging Director, General Counsel and Secretary, Legal Affairs, Sagard Holdings Manager LP

3 more people named with Stephan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.