DBA: SAGARD PRIVATE EQUITY SOLUTIONS
| Total AUM | $9.41B |
| Discretionary | $4.43B47% of AUM |
| Non-Discretionary | $4.99B |
| Client Accounts | 37 |
| Avg Account Size | $254.4M |
| Employees | 36 |
| Peak AUM | $16.73BMar 2012 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.4B | 0.2% | 5.3% | 1.3% | |
| Discretionary AUM | $4.4B | ||||
| Total AUM | $9.41B |
| Discretionary | $4.43B |
| Employees | 36 |
| Client Accounts | 37 |
Address
5 GREENWICH OFFICE PARK
GREENWICH CT 06831
Phone
(203) 742-2400
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.4B
47.0% of AUM
Non-Discretionary
$5.0B
53.0% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Custody
Total AUM
$9.4B
| 4.9% |
| 4.2% |
| 1.8% |
| Non-Disc. AUM | $5.0B | +4.5% | 6.3% | 0.9% |
| Total Accounts | 37 | +8.8% | +5.0% | +7.3% |
| Avg Account Size | $254M | 8.3% | 9.8% | 8.1% |
| Employees | 36 | +2.9% | +1.9% | +2.4% |
| AUM / Employee | $261M | 2.9% | 7.1% | 3.6% |
Client AUM Segments | |||||
| Institutional AUM | $4.9B | +2.8% | 6.3% | 1.4% | |
| Fund / Pooled AUM | $4.4B | 4.7% | 4.5% | 1.9% | |
| Other AUM | $169M | +69.3% | +3.0% | +41.4% | |
Client Count Segments | |||||
| Institutional | 3 | 0.0% | 0.0% | 0.0% | |
| Pooled / Fund | 27 | +8.0% | +5.5% | +6.2% | |