Sagard Private Equity Solutions
Greenwich, CT·SEC-registered · CRD #110207
Sagard Private Equity Solutions is an SEC-registered investment advisory firm in Greenwich, CT managing $9.4B across 46 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.4B
Client accounts
46
Advisory staff
10
Fee model
Fee-only
How Sagard Private Equity Solutions is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sagard Private Equity Solutions
How much does Sagard Private Equity Solutions manage?
Per its most recent SEC Form ADV filing (03/31/2026), Sagard Private Equity Solutions reports $9.4B in regulatory assets under management across roughly 46 client accounts.
How does Sagard Private Equity Solutions charge?
Sagard Private Equity Solutions is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sagard Private Equity Solutions a fiduciary?
Yes. Sagard Private Equity Solutions is registered with the U.S. Securities and Exchange Commission (CRD #110207), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sagard Private Equity Solutions taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sagard Private Equity Solutions and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sagard Private Equity Solutions's public SEC Form ADV filing (CRD #110207, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sagard Private Equity Solutions. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sagard Private Equity Solutions? Claim this profile.