Sagard Holdings Manager (Us) LLC
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Overview
Sagard Holdings Manager (Us) LLC is an advisory company headquartered in New York, New York. Sagard Holdings Manager (Us) LLC oversees $240.2 million in assets across four client accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The company has an average-sized team, including 11 financial advisors. Sagard Holdings Manager (Us) LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like equities, bonds and options.
Sagard Holdings Manager (Us) LLC manages all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without needing to seek client permission. The firm administers an average of $60.1 million for every customer account. The typical financial advisor at Sagard Holdings Manager (Us) LLC administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's central office is at 280 Park Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sagard Holdings Manager (Us) LLC by the Numbers
$240.2 million
73
4
$60.1 million
Fee Structure
Financial management fees usually depend on the financial services provided. Fees charged by the firm likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles and insurance companies. Out of its four clients, Sagard Holdings Manager (Us) LLC's biggest client by number of accounts is insurance companies. About 25% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sagard Holdings Manager (Us) LLC does not have any disclosures.
Please visit its Form ADV for more details.
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