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Sagard

Sagard

Montrealsagard.com

Overview

Sagard is a global multi-strategy alternative asset management firm that invests in venture capital, private equity, private credit, and real estate, while also providing private wealth management services.

Year Founded

2002

AUM

$27B

Portfolio Companies

37

Website

sagard.com

Investments

Sagard investments
CompanyDateStageLead
WealthsimpleMay 2021Series D-
alvestFeb 2018Private EquityCo-investor
KOHOMay 2019Series BLead
PrimelisMar 2024Buyout/LBOLead
Athena ClubJul 2018SeedCo-investor
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Key People

Adam Vigna

Co-Founder and Chief Investment Officer

Samuel D. Robinson

Co-Founder & Vice Chairman

Jonathan Tétrault

Managing Partner And CEO Of Sagard Private Equity Solutions

Francois Lafortune

Managing Partner

Firas Mallah

Managing Director, Head Of MENA

Joanna Harries

Managing Director, Partnerships

Jon Morgan

Managing Director, Head Of Consultant Relations

Michael Hassan

Partner, Managing Director, General Counsel And Secretary, Managing Director, General Counsel And Secretary

Parinaz Sobhani

Managing Director Head of AI

Amanda Gaiotti

Partner, Corporate Development

Ben Harrison

Partner, Head of Partnerships and Policy

David MacNaughtan

Partner, Head Of Sagard Healthcare

Guillaume Marion

Partner - Capital, Deal Flow, Ecosystem

Jeff Johnson

Partner

Jonathan Metrick

Chief Growth Officer & Partner

Josh Borys

Partner

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Sagard based?

Sagard is headquartered in Montreal, Canada.

When was Sagard founded?

Sagard was founded in 2002.

How many portfolio companies does Sagard have?

Sagard has 37 portfolio companies in Caplight's dataset.

What are some companies in Sagard's portfolio?

Portfolio companies visible on Caplight include Wealthsimple, alvest, KOHO, Primelis, Athena Club.

What was Sagard's most recent investment shown here?

Sagard's most recent investment in this portfolio sample was in Primelis in 2024.

What sectors does Sagard focus on?

Sagard focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, FinTech, Cybersecurity, FinTech, FinTech, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, Enterprise Software, FinTech, FinTech, FinTech, FinTech, Frontier & Industrial Tech, Energy & Sustainability, Healthcare & Life Sciences, Media, Entertainment & Gaming, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Frontier & Industrial Tech, Crypto & Web3, Real Estate & PropTech, Frontier & Industrial Tech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Energy & Sustainability, Enterprise Software, Energy & Sustainability, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, FinTech, Consumer & Commerce, Healthcare & Life Sciences, FinTech, Real Estate & PropTech, Media, Entertainment & Gaming, Enterprise Software, Frontier & Industrial Tech, Frontier & Industrial Tech, Energy & Sustainability, Enterprise Software, Mobility, Transportation & Logistics, Consumer & Commerce, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Cybersecurity, Mobility, Transportation & Logistics, Consumer & Commerce, Consumer & Commerce.

What company stages does Sagard focus on?

Sagard typically invests at the MultiStage stage.

What is Sagard's AUM?

Sagard's assets under management are estimated between $10.0B and $100.0B.

Firmographic Details

HeadquartersMontreal
Year Founded2002
AUM$27B

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