The SAGARD SAS is a privately held investment adviser that advises $13.9Bn in regulatory assets under management held in 5 SEC fund types across 7 investment strategies. SAGARD SAS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 118.64% over the last 5-years.
The Group has been registered with the SEC for 14.38 years and is comprised of 4 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 161 BAY STREET SUITE 5000, TORONTO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 10 US and Non-US bodies.
They have 381 employees comprised of 110 investment and 271 non-investment staff. The total number of Employees increased by 136.65% over the last 5-years.
Their $13.9Bn in assets advised are owned by 85 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $12.98Bn or 93.39% of Total Assets and Insurance Companies own $596.41mn or 4.29% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and Early Stage, representing 58.8%, 13.79% and 10.07% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Insurance Companies.
The Group uses 4 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 14 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 34 private funds with $3.65Bn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
SAGARD SAS names 4 sub-advisers FORUM CAPITAL ADVISORS LLC, GRS CAPITAL PARTNERS LTD., MPMF FUND MANAGEMENT (IRELAND) LIMITED, PRINCIPAL REAL ESTATE to 4 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.