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SAGARD HOLDINGS MANAGER LP

TORONTO, ONTARIO, Canada · CRD 304924 · IAPD ↗ · sagard.com · 416-607-2250

$8.61BRegulatory AUM
65Advisory reps
220Employees
0Clients
n/aPlanning clients
17Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — SAGARD HOLDINGS MANAGER LP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
April 2026 — SAGARD HOLDINGS MANAGER LP reported RAUM up 27% ($6.79B -> $8.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2026 — SAGARD HOLDINGS MANAGER LP grew from 54 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
April 2024 — SAGARD HOLDINGS MANAGER LP grew from 47 to 53 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.