← Tributary

SAGARD HOLDINGS MANAGER (US) LLC

NEW YORK CITY, NY · CRD 322374 · IAPD ↗ · sagard.com · 1-212-380-5605

$1.41BRegulatory AUM
16Advisory reps
41Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — SAGARD HOLDINGS MANAGER (US) LLC grew from 11 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — SAGARD HOLDINGS MANAGER (US) LLC crossed $1B in regulatory AUM ($540.5M -> $1.41B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — SAGARD HOLDINGS MANAGER (US) LLC crossed $500M in regulatory AUM ($340.0M -> $540.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
April 2024 — SAGARD HOLDINGS MANAGER (US) LLC reported RAUM up 42% ($240.2M -> $340.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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