Private fund adviser · Toronto, Ontario, Canada
Sagard Holdings Manager LP
SEC-registered investment adviser · CRD 304924 · SEC 801-120342
At a glance
Sagard Holdings Manager LP is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $8.6 billion in regulatory assets under management as of its Form ADV filed April 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 682nd of 4,686 private fund advisers and 1,504th of 17,210 SEC-registered advisers by assets.
Main office 416-607-2250sagard.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.6B
- Rank among private fund advisers
- #682 of 4,686
- Rank among all SEC RIAs
- #1,504 of 17,210
- Clients
- 43
- Accounts
- 45
- Discretionary
- 99% of AUM
- Employees
- 220
- Advisory staff
- 65
- Offices
- 6
Owners and executives on its Form ADV
- Paul G. Desmarais IIIChairman and Chief Executive Officer
- Samuel D. RobinsonCo-Founder and Vice Chairman
- Stephan N. KleeChief Financial Officer
- Adam D. VignaChief Investment Officer
- Junaid K. SubhanVice President, Legal Affairs and Chief Compliance Officer
- Michael N. HassanManaging Director, General Counsel and Secretary, Legal Affairs
Custody and brokerage
Custodian
Sagard Holdings Manager LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 39 | $8.1B | 94% |
| Insurance companies | 2 | $354M | 4% |
| Corporations or other businesses | 2 | $175M | 2% |
Private funds
Sagard Holdings Manager LP reports 17 private funds with $2.5B in gross assets: private equity funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Sagard Holdings Manager LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sagard.com ↗
AtlasMembers
The full record on Sagard Holdings Manager LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,058 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sagard Holdings Manager LP manage?
Sagard Holdings Manager LP reports $8.6 billion in regulatory assets under management across 45 accounts, 99% of it on a discretionary basis, on its Form ADV filed April 28, 2026.
What kind of firm is Sagard Holdings Manager LP?
Sagard Holdings Manager LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Sagard Holdings Manager LP’s clients?
By assets, its largest client types are pooled investment vehicles ($8.1 billion, 39 clients); insurance companies ($354 million, 2 clients); corporations or other businesses ($175 million, 2 clients).
Does Sagard Holdings Manager LP manage private funds?
Yes. It reports 17 private funds with $2.5 billion in gross assets, including private equity funds, venture capital funds.
Does Sagard Holdings Manager LP have any disciplinary history?
Sagard Holdings Manager LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sagard Holdings Manager LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →