Sagard Holdings Manager (Us) Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 322374
· SEC file 801-126567
· New York City, NY
· www.sagard.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 11
- Avg AUM / client
- $128M
- Accounts
- 12
- Employees
- 41
AUM over time
$240M
$1.4B
Dec 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.0B | 72.3% |
| Other investment advisers | 1 | $46.5M | 3.29% |
| Insurance companies | 2 | $243M | 17.2% |
| Corporations and other businesses | 1 | $101M | 7.14% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sagard Senior Lending Partners Offshore U Lp | Private Equity Fund | Delaware | $0 | 1 |
| Sagard Senior Lending Partners Offshore Lp | Private Equity Fund | Delaware | $0 | 1 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Desmarais, Andre, Roger | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Desmarais, Paul, Guy | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Desmarais Iii, Paul, Guy | Chairman And Chief Executive Officer | Oct 2017 (9y) | Less than 5% | |
| Robinson, Samuel, David | Co Founder And Vice Chairman | Oct 2017 (9y) | Less than 5% | |
| Vigna, Adam, Durham | Chief Investment Officer | Oct 2017 (9y) | Less than 5% | |
| Desmarais, Sophie, Caroline | Trustee, Non Voting | Mar 2018 (8y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Klee, Stephan, Nmn | Chief Financial Officer | Jul 2018 (8y) | Less than 5% | |
| Subhan, Junaid, Kaleem | Vice President, Legal Affairs And Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Doer, Gary, Albert | Trustee | May 2023 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Hassan, Michael, Nmn | Managing Director, General Counsel And Secretary, Legal Affairs | Nov 2023 (3y) | Less than 5% | |
| Fleming, Gregory, James | Trustee | Feb 2024 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sagard Capital Partners Management Corp | Sole Member | Jun 2022 | A | 75% or more |
| Sagard Holdings Management Inc. | Shareholder | Mar 2021 | B | ≈ 56.25% – 100% via Sagard Capital Partners Management Corp |
| Sagard Holdings Participation Inc. | Shareholder | Dec 2016 | B | ≈ 21.09% – 75% via Sagard Holdings Inc. |
| Power Corporation Of Canada | Shareholder | Dec 2016 | B | ≈ 15.82% – 75% via Sagard Holdings Participation Inc. |
| The Desmarais Family Residuary Trust | Shareholder | Oct 2015 | B | ≈ 5.93% – 56.25% via Pansolo Holding Inc. |
| Sagard Holdings Inc. | Shareholder | Feb 2021 | B | ≈ 28.13% – 75% via Sagard Holdings Management Inc. |
| Pansolo Holding Inc. | Shareholder | Oct 2015 | B | ≈ 7.91% – 56.25% via Power Corporation Of Canada |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sagard Holdings Management Inc.: 75% – 100% of Sagard Capital Partners Management Corp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Sagard Holdings Participation Inc.: 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Sagard Capital Partners Management Corp × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Power Corporation Of Canada: 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Sagard Capital Partners Management Corp × 75% – 100% direct ≈ 15.82% – 75% of the firm
- The Desmarais Family Residuary Trust: 75% – 100% of Pansolo Holding Inc. × 50% – 75% of Power Corporation Of Canada × 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Sagard Capital Partners Management Corp × 75% – 100% direct ≈ 5.93% – 56.25% of the firm
- Sagard Holdings Inc.: 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Sagard Capital Partners Management Corp × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Pansolo Holding Inc.: 50% – 75% of Power Corporation Of Canada × 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% of Sagard Capital Partners Management Corp × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sagard Senior Lending Partners Offshore U Lp | Private Equity Fund | $0 | $10.0M | 1 |
| Sagard Senior Lending Partners Offshore Lp | Private Equity Fund | $0 | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $49.0M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗