Firm profile

Sagard Real Estate Advisors

DENVER, COCRD 167125Registration Status: ApprovedEffective since October 25, 2013SEC # 801-78724Latest ADV March 31, 2026

Sagard Real Estate Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 31, 2026, reports $1.2B in regulatory assets under management, 109 employees, 2 offices, and 31 accounts.

Assets Under Management
$1.2B
Employees
109
Offices
2 offices
Total Clients
29

Associated firm names

5 names listed
  • ALLIANCE REAL PROPERTY ADVISORS, LLC
  • SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023
  • SAGARD REAL ESTATE ADVISORS
  • EVERWEST ADVISORS LLC

Leadership

5 roles identified
CEORichard W. Stone
CCOMark A. Hoopes
CFOKeith B. Wright

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Other fee arrangements

Offices & Contact

Primary office

DENVER, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

DENVERPrimary office

North Carolina

CHARLOTTE

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary99.2%
$1.2B
99% of total RAUM99.2%
Non-discretionary0.8%
$10M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
29
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts31
10Y AUM Change+$980M (+443.5%)

Private Funds

Private funds reported by Sagard Real Estate Advisors

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees109
Clients per Employee0:1
10Y Employee Change+71 (+186.8%)

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
EVERWEST HOLDINGS INC.Direct owner · Schedule AInterest in SAGARD REAL ESTATE ADVISORS
75%+
SAGARD HOLDINGS MANAGEMENT INC.Indirect owner · Schedule BInterest in EVERWEST HOLDINGS INC.
75%+
POWER CORPORATION OF CANADAIndirect owner · Schedule BInterest in SAGARD HOLDINGS PARTICIPATION INC.
75%+
THE DESMARAIS FAMILY RESIDUARY TRUSTIndirect owner · Schedule BInterest in PANSOLO HOLDING INC.
75%+
SAGARD HOLDINGS PARTICIPATION INC.Indirect owner · Schedule BInterest in SAGARD HOLDINGS INC.
75%+
PANSOLO HOLDING INC.Indirect owner · Schedule BInterest in POWER CORPORATION OF CANADA
50% to < 75%
SAGARD HOLDINGS INC.Indirect owner · Schedule BInterest in SAGARD HOLDINGS MANAGEMENT INC.
50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Sagard Real Estate Advisors.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1RICHARD WAYNE STONEPRESIDENT & CEOIndividualSAGARD REAL ESTATE ADVISORSLess than 5%Code NAYesPRESIDENT & CEO10/2013Schedule APDF page 125
2JAY KENNEDY ALEXANDERCHIEF INVESTMENT OFFICERIndividualSAGARD REAL ESTATE ADVISORSLess than 5%Code NAYesCHIEF INVESTMENT OFFICER10/2013Schedule APDF page 125
3EVERWEST HOLDINGS INC.SOLE MEMBERDomestic entitySAGARD REAL ESTATE ADVISORS75% or moreCode EYesSOLE MEMBER02/2018Schedule APDF page 125
4MARK ALEXANDER HOOPESCHIEF COMPLIANCE OFFICERIndividualSAGARD REAL ESTATE ADVISORSLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER08/2019Schedule APDF page 125
5KEITH BLACKMER WRIGHTCHIEF FINANCIAL OFFICERIndividualSAGARD REAL ESTATE ADVISORSLess than 5%Code NAYesCHIEF FINANCIAL OFFICER10/2022Schedule APDF page 125
6MARK WAYNE BIGARELCHIEF OPERATING OFFICERIndividualSAGARD REAL ESTATE ADVISORSLess than 5%Code NAYesCHIEF OPERATING OFFICER01/2024Schedule APDF page 125
7SAGARD HOLDINGS MANAGEMENT INC.SHAREHOLDERForeign entityEVERWEST HOLDINGS INC.75% or moreCode EYesSHAREHOLDER11/2021Schedule BPDF page 126
8POWER CORPORATION OF CANADASHAREHOLDERForeign entitySAGARD HOLDINGS PARTICIPATION INC.75% or moreCode EYesSHAREHOLDER12/2016Schedule BPDF page 126
9PANSOLO HOLDING INC.SHAREHOLDERForeign entityPOWER CORPORATION OF CANADA50% to less than 75%Code DYesSHAREHOLDER10/2015Schedule BPDF page 126
10THE DESMARAIS FAMILY RESIDUARY TRUSTSHAREHOLDERForeign entityPANSOLO HOLDING INC.75% or moreCode EYesSHAREHOLDER10/2015Schedule BPDF page 126
11PAUL GUY DESMARAISTRUSTEEIndividualTHE DESMARAIS FAMILY RESIDUARY TRUSTPercentage not specifiedCode FYesTRUSTEE10/2013Schedule BPDF page 126
12ANDRE ROGER DESMARAISTRUSTEEIndividualTHE DESMARAIS FAMILY RESIDUARY TRUSTPercentage not specifiedCode FYesTRUSTEE10/2013Schedule BPDF page 126
13Sophie Caroline DesmaraisTRUSTEEIndividualTHE DESMARAIS FAMILY RESIDUARY TRUSTPercentage not specifiedCode FYesTRUSTEE03/2018Schedule BPDF page 126
14SAGARD HOLDINGS PARTICIPATION INC.SHAREHOLDERForeign entitySAGARD HOLDINGS INC.75% or moreCode EYesSHAREHOLDER12/2016Schedule BPDF page 126
15SAGARD HOLDINGS INC.SHAREHOLDERForeign entitySAGARD HOLDINGS MANAGEMENT INC.50% to less than 75%Code DYesSHAREHOLDER02/2021Schedule BPDF page 126
16GREGORY JAMES FLEMINGTRUSTEEIndividualTHE DESMARAIS FAMILY RESIDUARY TRUSTPercentage not specifiedCode FYesTRUSTEE02/2024Schedule BPDF page 126
17GARY ALBERT DOERTRUSTEEIndividualTHE DESMARAIS FAMILY RESIDUARY TRUSTPercentage not specifiedCode FYesTRUSTEE05/2023Schedule BPDF page 126

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 1:50:21 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.