{
  "crd_number": 322374,
  "slug": "sagard-holdings-manager-us-llc-new-york-city-ny-322374",
  "primary_business_name": "SAGARD HOLDINGS MANAGER (US) LLC",
  "legal_name": "SAGARD HOLDINGS MANAGER (US) LLC",
  "dbas": [],
  "city": "New York City",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 1410770595.0,
  "raum_discretionary": 1410770595.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 41,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 242867122.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 46451344.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 1020688131.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 100763998.0,
      "count": 1,
      "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/sagardholdings",
    "https://linkedin.com/company/sagardholdings",
    "https://sagard.com",
    "https://twitter.com/sagardholdings"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322374",
  "city_as_filed": "NEW YORK CITY",
  "url": "https://advisorcensus.com/firm/sagard-holdings-manager-us-llc-new-york-city-ny-322374",
  "display_name": "Sagard Holdings Manager (US) LLC",
  "summary": "Sagard Holdings Manager (US) LLC is an SEC-registered investment advisory firm in New York City, NY, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Sagard Holdings Manager (US) LLC (CRD 322374): 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 (US) LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sagard Holdings Manager (US) LLC 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 (US) LLC located?",
      "a": "Sagard Holdings Manager (US) LLC's principal office is in New York City, NY, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sagard Holdings Manager (US) LLC registered with the SEC or a state?",
      "a": "Sagard Holdings Manager (US) LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322374."
    },
    {
      "q": "How much does Sagard Holdings Manager (US) LLC manage?",
      "a": "Sagard Holdings Manager (US) LLC reports $1,410,770,595 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sagard Holdings Manager (US) LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Sagard Holdings Manager (US) LLC: Regulatory assets under management: $240,216,812 in the October 2023 data and $1,410,770,595 in the October 2026 data, up 487%. Total employees: 39 in October 2022 and 41 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 (US) LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); insurance companies (2); other investment advisers (1)."
    },
    {
      "q": "Which custodians does Sagard Holdings Manager (US) LLC use?",
      "a": "Sagard Holdings Manager (US) LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sagard Holdings Manager (US) LLC 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/322374"
    },
    {
      "q": "What changed in Sagard Holdings Manager (US) LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 39,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 240216812.0,
      "total_employees": 73,
      "filing_date": "2023-05-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 340019903.0,
      "total_employees": 21,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 540524365.0,
      "total_employees": 22,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1410770595.0,
      "total_employees": 41,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 16.",
        "Regulatory assets under management went from $540,524,365 to $1,410,770,595 (+161%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sagard-holdings-manager-us-llc-new-york-city-ny-322374.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1020688131.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 46451344.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": true,
      "raum": 242867122.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 100763998.0
    }
  ],
  "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/322374",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}