Sagard key facts
- Sagard is a asset manager based in Montreal, Quebec with 23 tracked portfolio companies.
- Notable positions include Ceva Santé Animale, Wealthsimple Technologies, Marshmallow.
- The team roster lists 63 people.
- Sagard reports $8.0B in regulatory assets under management across 17 private funds, per its SEC Form ADV (2026-04).
About Sagard
Founded in 2002, Sagard Holdings is an asset management investment firm based in Montreal, Quebec. The firm is a global multi-strategy alternative asset management firm with over US$27B under management, 150 portfolio companies, and 400 professionals. The firm invests in venture capital, private equity, private credit, and real estate. The firm delivers flexible capital, an entrepreneurial culture, and a global network of investors, commercial partners, advisors, and value creation experts. Our dynamic and supportive ecosystem gives partners the advantage they need to learn, grow and win at every stage. The firm also manages private wealth through its ecosystem partner Sagard Wealth. The firm dedicated value creation team provides portfolio companies with hands-on expert advice in go-to-market, tech & cyber, business acceleration and M&A, and partnerships to accelerate their path to success. The firm partnerships team also facilitates long-term commercial collaboration opportunities. The Firm has offices in Canada, the US, Europe, and the Middle East.
Investment focus
Its SEC Form ADV lists $8 billion in regulatory assets under management across 17 private funds (Apr 2026).
Sagard portfolio at a glance
23 portfolio companies are on record for Sagard, including Ceva Santé Animale, Wealthsimple Technologies and Marshmallow.
14 of the 23 carry a recorded valuation.
Sagard team
63 people are on record at Sagard: 33 partners, 11 managing partners, 4 associates, 3 principals and 12 others. Senior names include Amr Ceran (Managing Director), Brett Birkeland (Managing Director) and Camila Grello (Managing Director). 62 of them have a verified direct contact on file.
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Sagard at the SEC
Form ADV · 2026-04 · CRD 304924- Regulatory AUM
- $8.0B
- Private fund assets
- $2.5B
- Private funds
- 17 · 2 venture, 15 private equity
- Staff
- 220
- Registered office
- TORONTO, ONTARIO
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SAGARD HOLDINGS MANAGER LP).
- ·The top 10 names in the book — of 23 recorded positions
- ·Watchlist + alerts for Sagard's activity
Portfolio
23 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Ceva Santé Animale | — | ▮ | ▮ | ▮ |
| Wealthsimple Technologies | — | ▮ | ▮ | ▮ |
| Marshmallow | — | ▮ | ▮ | ▮ |
+ 20 more companies · all 23, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Sagard
- What companies does Sagard invest in?
- Sagard has 23 recorded portfolio companies, including Ceva Santé Animale, Wealthsimple Technologies, Marshmallow.
- What is Sagard's AUM?
- Sagard manages approximately $33.0B in assets.