# Sagard Holdings Manager

Sagard Holdings Manager is an Asset Manager based in Toronto, Ontario, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Toronto, Ontario, United States
- **Region:** North America
- **Address:** 280 Park Avenue, 29th Floor East, New York, NY 10017, United States
- **Founded:** 2016
- **Assets under management:** $46B (per firm website, 2025)
- **Website:** sagard.com
- **LinkedIn:** https://www.linkedin.com/company/portageinvest

## Regulatory record

- **CRD number:** 304924
- **SEC file number:** 801-120342
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304924

## About

Sagard Holdings Manager LP is a Toronto-based SEC-registered investment adviser since 2021. The firm manages $8.6 billion in assets, with $8.5 billion on a discretionary basis. It has 220 employees and 65 investment advisers.

## Sectors

- Financial Services
- Healthcare
- Industrial & Business Services
- Software, Technology & IT Services
- Food & Consumer
- Real Estate
- Private Credit

## Offices

- Abu Dhabi, United Arab Emirates
- Denver, CO, United States
- Düsseldorf, Germany
- Geneva, Switzerland
- Greenwich, CT, United States
- London, United Kingdom
- Milan, Italy
- Montreal, Canada
- Naples, FL, United States
- Paris, France
- Singapore
- Toronto, Canada
- Zürich, Switzerland

## People

- Paul Desmarais III — Co-Founder, Chairman and CEO
- Samuel Robinson — Co-Founder and Vice Chairman
- Adam Vigna — Co-Founder and CIO
- Adam Felesky — Managing Partner and CEO, Portage

## Questions

### Who runs investment decisions at Sagard?

Adam Vigna serves as Chief Investment Officer and oversees the investment strategy across the platform. Individual strategies have dedicated leadership, such as Adam Felesky as CEO of Portage for venture, Jonathan Tétrault as CEO of Sagard Private Equity Solutions, and Rick Stone as CEO of Sagard Real Estate. The Executive Committee, chaired by CEO Paul Desmarais III, coordinates capital allocation and risk management across the firm.

### How does Sagard source proprietary deal flow?

Sagard leverages its connection to the Desmarais family and Power Corporation ecosystem to access deal flow through a global network of corporate partners and advisors. The firm also sources opportunities through its 13 offices and dedicated verticals like Portage in fintech and Sagard Healthcare Partners. Its in-house value creation and corporate development teams provide operational support, which can be a differentiator in competitive processes.

### Does Sagard participate in fund commitments or only direct deals?

Sagard invests both directly into companies and through its managed fund vehicles across its strategies. The firm also makes co-investments alongside its funds and can structure club deals by bringing in limited partners or other institutional investors. This flexibility allows it to write equity and credit checks across the capital structure.

### What investment stages does Sagard typically target?

Sagard covers the full lifecycle. Portage Ventures targets seed to Series C fintech companies, while Portage Capital Solutions provides later-stage and cross-over capital. Sagard MidCap and NewGen focus on growth equity and mid-market buyouts, Sagard Senior Lending Partners provides direct lending, and Sagard Real Estate acquires stabilized and value-add property assets.

### How is Sagard related to Portage?

Portage is Sagard's dedicated global fintech investment platform. Founded in 2016 and led by CEO Adam Felesky, it operates two strategies: Portage Ventures for early-stage fintech investing and Portage Capital Solutions for later-stage and public-company flexible capital. Portage is wholly integrated within Sagard's multi-strategy structure and shares its back office, capital formation, and value-creation resources.

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Last updated: 2026-06-03T20:00:00.000Z

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