{ "crd_number": 304924, "slug": "sagard-holdings-manager-lp-toronto-ontario-304924", "primary_business_name": "SAGARD HOLDINGS MANAGER LP", "legal_name": "SAGARD HOLDINGS MANAGER LP", "dbas": [], "city": "Toronto, Ontario", "state": null, "country": "Canada", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-02-16", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-04-28", "carried_forward": false, "raum_total": 8609810168.0, "raum_discretionary": 8527165990.0, "raum_non_discretionary": 82644178.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 220, "advisory_employees": 65, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "insurance_companies": { "raum": 353539408.0, "count": 2, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 8081707872.0, "count": 39 }, "corporations_other_businesses": { "raum": 174562888.0, "count": 2, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://instagram.com/portag3vc", "https://instagram.com/sagardholdings", "https://linkedin.com/company/portageinvest", "https://linkedin.com/company/sagardholdings", "https://portageinvest.com", "https://sagard.com", "https://twitter.com/portageinvest", "https://twitter.com/sagardholdings" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304924", "city_as_filed": "TORONTO, ONTARIO", "url": "https://advisorcensus.com/firm/sagard-holdings-manager-lp-toronto-ontario-304924", "display_name": "Sagard Holdings Manager LP", "summary": "Sagard Holdings Manager LP is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.", "citation": "AdvisorCensus. Sagard Holdings Manager LP (CRD 304924): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Sagard Holdings Manager LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Sagard Holdings Manager LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Sagard Holdings Manager LP located?", "a": "Sagard Holdings Manager LP's principal office is in Toronto, Ontario, Canada, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F)." }, { "q": "Is Sagard Holdings Manager LP registered with the SEC or a state?", "a": "Sagard Holdings Manager LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304924." }, { "q": "How much does Sagard Holdings Manager LP manage?", "a": "Sagard Holdings Manager LP reports $8,609,810,168 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (99% discretionary)." }, { "q": "How have Sagard Holdings Manager LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Sagard Holdings Manager LP: Regulatory assets under management: $4,893,635,425 in the October 2021 data and $8,609,810,168 in the October 2026 data, up 76%. Total employees: 59 in October 2021 and 220 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Sagard Holdings Manager LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (39); insurance companies (2); corporations or other businesses not listed above (2)." }, { "q": "Does Sagard Holdings Manager LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304924" }, { "q": "What changed in Sagard Holdings Manager LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 54 to 65. Regulatory assets under management went from $6,786,979,129 to $8,609,810,168 (+27%). Added an office in Al Maryah Island. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4893635425.0, "total_employees": 59, "filing_date": "2021-06-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6536317432.0, "total_employees": 90, "filing_date": "2022-04-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5361646739.0, "total_employees": 133, "filing_date": "2023-05-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5715310425.0, "total_employees": 147, "filing_date": "2024-04-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6786979129.0, "total_employees": 158, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8609810168.0, "total_employees": 220, "filing_date": "2026-04-28" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 54 to 65.", "Regulatory assets under management went from $6,786,979,129 to $8,609,810,168 (+27%).", "Added an office in Al Maryah Island.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/sagard-holdings-manager-lp-toronto-ontario-304924.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 39, "fewer_than_5": false, "raum": 8081707872.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 2, "fewer_than_5": true, "raum": 353539408.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 2, "fewer_than_5": true, "raum": 174562888.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304924", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }