Sagard Private Equity Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 31, 2026, reports $9.4B in regulatory assets under management, 36 employees, and 37 accounts.
Assets Under Management
$9.4B
Employees
36
Offices
--
Total Clients
37
Primary office
GREENWICH, CT
5 GREENWICH OFFICE PARK, THIRD FLOOR, GREENWICH, CT, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 73.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
73.0%
27
2
SINGLE-CLIENT INVESTMENT FUND
18.9%
7
3
Corporations
5.4%
2
4
Government
2.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.4Bas of March 31, 2026
Discretionary47.0%
$4.4B
47% of total RAUM47.0%
Non-discretionary53.0%
$5.0B
53% of total RAUM53.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.4B
Total Accounts37
10Y AUM Change$-2.0B (-17.4%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee1:1
10Y Employee Change+3 (+9.1%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.