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SAGARD HOLDINGS MANAGER (US) LLC

280 Park Avenue
29f East
New York City, New York 10017
Tel: 1-212-380-5605

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About SAGARD HOLDINGS MANAGER (US) LLC

SAGARD HOLDINGS MANAGER (US) LLC, formally registered with the SEC as SAGARD HOLDINGS MANAGER (US) LLC. The firm was established in 09/15/2022. They have over 3 offices throughout the country.

SAGARD HOLDINGS MANAGER (US) LLC is a New York City, New York based Financial Planning firm with nearly $340,019,903 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322374
SEC#801-126567
Assets Managed by Firm$340,019,903
No. of Clients5
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total5$340,019,903
Corporations or other businesses1$121,226,887

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