# Sagard Holdings Manager (US) LLC

> 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.

- CRD: 322374
- Filed as: SAGARD HOLDINGS MANAGER (US) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York City, NY
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322374
- AdvisorCensus page: https://advisorcensus.com/firm/sagard-holdings-manager-us-llc-new-york-city-ny-322374

## Quick answers

**How is Sagard Holdings Manager (US) LLC compensated?**
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.

**Where is Sagard Holdings Manager (US) LLC located?**
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).

**Is Sagard Holdings Manager (US) LLC registered with the SEC or a state?**
Sagard Holdings Manager (US) LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322374.

**How much does Sagard Holdings Manager (US) LLC manage?**
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).

**How have Sagard Holdings Manager (US) LLC's assets and staff changed since 2022?**
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.

**What types of clients does Sagard Holdings Manager (US) LLC serve?**
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).

**Which custodians does Sagard Holdings Manager (US) LLC use?**
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.

**Does Sagard Holdings Manager (US) LLC report any disciplinary disclosures?**
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

**What changed in Sagard Holdings Manager (US) LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,410,770,595
- Discretionary: $1,410,770,595
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,020,688,131 |
| Other investment advisers | 1 | $46,451,344 |
| Insurance companies | 2 | $242,867,122 |
| Corporations or other businesses not listed above | 1 | $100,763,998 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 41 total, 16 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Montreal, Quebec
- Toronto, Ontario

### Websites listed on Form ADV (Item 1.I)
- sagard.com
- Instagram @sagardholdings
- LinkedIn @sagardholdings
- X @sagardholdings

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 39 | August 15, 2022 |
| October 2023 | $240,216,812 | 73 | May 1, 2023 |
| October 2024 | $340,019,903 | 21 | March 28, 2024 |
| October 2025 | $540,524,365 | 22 | March 31, 2025 |
| October 2026 | $1,410,770,595 | 41 | August 6, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagard Holdings Manager (US) LLC (CRD 322374): Form ADV filing data as of October 2026.