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SAGARD REAL ESTATE ADVISORS

DENVER, CO · CRD 167125 · IAPD ↗ · sagard.com · 303-986-2222

$1.20BRegulatory AUM
22Advisory reps
109Employees
1Clients
n/aPlanning clients
23Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2024 — SAGARD REAL ESTATE ADVISORS reported RAUM down 33% ($1.73B -> $1.15B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — SAGARD REAL ESTATE ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023 is now doing business as SAGARD REAL ESTATE ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
59
April 2024 — SAGARD REAL ESTATE ADVISORS grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.