Investment adviser · CRD 322374
SAGARD HOLDINGS MANAGER (US) LLC
Investment adviser filing (IA)
NEW YORK CITY, NY, United States · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 41 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 7 | $1,020,688,131 | 72.3% |
| Insurance companies | Fewer than 5 | $242,867,122 | 17.2% |
| Corporations & businesses | Fewer than 5 | $100,763,998 | 7.1% |
| Other investment advisers | Fewer than 5 | $46,451,344 | 3.3% |
Filing source
Form ADV 2124403 · Aug 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SAGARD CLO EQUITY FUND LPPrivate Equity Fund · Last reported Aug 6, 2026$47.2MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE LLP
PCAOB 34
CANADIAN IMPERIAL BANK OF COMMERCE
LEI 2IGI19DL77OX0HC3ZE
Fund details & source
- Fund ID
- 805-3366470240
- Reported beneficial owners
- 7
- Minimum commitment
- $0
- Form D file number
- 021-548412
Form ADV 2124403 · Aug 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGARD SENIOR LENDING PARTNERS OFFSHORE-U LPPrivate Equity Fund · Last reported Aug 6, 2026$23.3MGross asset value
Form D fundraising filings
Sagard Senior Lending Partners Offshore-U LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE LLP
PCAOB 1208
BMO BANK NATIONAL ASSOCIATION
LEI 3Y4U8VZURTYWI1W2K376
Fund details & source
- Fund ID
- 805-5757723571
- Reported beneficial owners
- 1
- Minimum commitment
- $10M
- Form D file number
- 021-455708
Form ADV 2124403 · Aug 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAGARD SENIOR LENDING PARTNERS OFFSHORE LPPrivate Equity Fund · Last reported Aug 6, 2026$2.63MGross asset value
Form D fundraising filings
Sagard Senior Lending Partners Offshore LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE LLP
PCAOB 1208
BMO BANK NATIONAL ASSOCIATION
LEI 3Y4U8VZURTYWI1W2K376
Fund details & source
- Fund ID
- 805-8033333067
- Reported beneficial owners
- 7
- Minimum commitment
- $1M
- Form D file number
- 021-455701
Form ADV 2124403 · Aug 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 6, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
280 PARK AVENUE, 34TH FLOOR WESTNEW YORK CITY, NY, 10017, United States
CRD 322374
Filing source
Form ADV 2124403 · Aug 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.