Sagard Capital
Sagard is a global multi-strategy alternative asset management firm managing $46 billion across venture capital, private equity, private credit, real estate, and private wealth strategies, serving institutional investors and high-net-worth clients through 14 offices worldwide.
- Company typePrivate
- Founded2016
- HeadquartersGreenwich, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Sagard Capital does
Sagard is a global multi-strategy alternative asset management firm founded in 2016 and headquartered in Toronto, Canada. The firm operates five interconnected investment strategies: Venture Capital (via Portage Ventures, Portage Capital Solutions, and Diagram), Private Equity (Sagard MidCap, Sagard NewGen, Sagard Private Equity Canada, Sagard Private Equity Solutions, and the Sagard Private Equity Strategies Fund, with BEX Capital as an acquired and retained sub-brand), Private Credit (Sagard Credit Partners, Sagard | HalseyPoint, Sagard Healthcare Partners, Sagard Senior Lending Partners, and the Sagard Private Credit Fund), Real Estate (Sagard Real Estate), and Private Wealth Management (Sagard Wealth). As of December 31, 2025, Sagard reported $46 billion in assets under management across 190+ portfolio companies, supported by 540+ investment professionals based in 14 offices across North America, Europe, the Middle East, and Asia-Pacific.
Sagard Capital firmographics
Firmographics- Name
- Sagard Capital
- Legal name
- Sagard
- Website
- https://sagardcapital.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sagard is a global multi-strategy alternative asset management firm managing $46 billion across venture capital, private equity, private credit, real estate, and private wealth strategies, serving institutional investors and high-net-worth clients through 14 offices worldwide.
- Ownership category
- akta.pro rank
Sagard Capital industry classification
Industry- Product category
- Alternative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Real Estate (6500)
- akta.pro primary industry
- Late-Stage Venture Capital (Series C+) (FSANAAAC)
- akta.pro secondary industries
- Real Estate / PropTech Growth Equity (FSANACAH), Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Venture Capital Fund-of-Funds / Multi-Manager Platforms (FSANAAAJ)
Keywords
Where Sagard Capital is headquartered
LocationHeadquarters
- HQ city
- Greenwich
- HQ country
- United States
- HQ region
- North America
Offices14 records
Markets served
Sagard Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Alternative Asset Management Fees: Sagard generates revenue through management fees and performance fees (carried interest) from managing alternative investment funds across venture capital, private equity, private credit, and real estate strategies for institutional investors and high-net-worth clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Sagard Capital product offering
Product offeringCore offering
Sagard Capital is a global multi-strategy alternative asset management firm that manages investment capital across venture capital, private equity, private credit, real estate, and private wealth management. The firm manages approximately $46 billion in assets under management and invests on behalf of institutional investors, family offices, and high-net-worth individuals through more than 190 portfolio companies.
Product overview
Sagard Capital is a global multi-strategy alternative asset management firm operating as a platform-plus-modules architecture. The core offering encompasses five interconnected investment strategies: Venture Capital (featuring Portage Ventures, Portage Capital Solutions, and Diagram), Private Equity (including Sagard MidCap, Sagard NewGen, Sagard Private Equity Canada, Sagard Private Equity Solutions with sub-strategies like BEX Capital, and the SPESF fund), Private Credit (comprising Sagard Credit Partners, Sagard | HalseyPoint, Sagard Healthcare Partners, Sagard Senior Lending Partners, and the SPCF fund), Real Estate (Sagard Real Estate), and Private Wealth management. With $46B in assets under management, the platform delivers flexible capital, entrepreneurial culture, and a global network to drive returns across 190+ portfolio companies managed by 540+ professionals.
Differentiator
Problem solved
Functional benefit
Brands
- Portage Ventures: Venture capital investment arm
- Portage Capital Solutions
- Diagram
- Sagard MidCap
- Sagard NewGen
- Sagard Private Equity Canada
- Sagard Private Equity Solutions
- BEX Capital
- Sagard Credit Partners
- Sagard | HalseyPoint
- Sagard Healthcare Partners
- Sagard Senior Lending Partners
- Sagard Private Credit Fund
- Sagard Real Estate
- Sagard Wealth
Products and services
- Portage Ventures Fintech-focused venture capital strategy investing in early- and growth-stage financial technology companies.
- Portage Capital Solutions Capital solutions strategy providing structured capital to venture-backed companies within Sagard's venture platform.
- Diagram Fintech venture capital platform that develops and invests in early-stage financial technology ventures.
- Sagard MidCap Mid-cap private equity strategy focused on control and significant minority investments in mid-sized companies.
- Sagard NewGen Growth-stage private equity strategy investing in emerging and next-generation businesses.
- Sagard Private Equity Canada Canada-focused private equity strategy investing in Canadian businesses across multiple sectors.
- Sagard Private Equity Solutions Comprehensive private equity solutions platform offering tailored investment programs, including BEX Capital and Sagard Private Equity Solutions Fund (SPESF).
- BEX Capital Private equity investment program offered as part of Sagard Private Equity Solutions.
- SPESF (Sagard Private Equity Solutions Fund) Fund vehicle offering comprehensive private equity solutions within Sagard's broader private equity platform.
- Sagard Credit Partners Private credit strategy investing across structured lending, healthcare credit, and senior lending opportunities.
- Sagard | HalseyPoint Structured lending strategy providing asset-based and structured credit solutions to borrowers.
- Sagard Healthcare Partners Healthcare credit strategy providing financing solutions to healthcare companies and providers.
- Sagard Senior Lending Partners Senior lending strategy providing first-lien and senior secured financing to middle-market companies.
- Sagard Private Credit Fund (SPCF) Diversified private credit fund offering exposure across Sagard's credit strategies.
- Sagard Real Estate Real estate investment strategy deploying capital across real estate assets and opportunities.
- Sagard Wealth Private wealth management offering providing access to Sagard's alternative investment strategies for wealth advisory firms and their clients.
Quantifiable outcome
- $46B Assets Under Management
Companies that use Sagard Capital
Customer profileSegments2 records
Ideal customer profiles2 records
Sagard Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sagard Capital partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- Portage VenturescorePortage Ventures is a venture capital firm focused on financial services technology, operating as part of Sagard's venture capital strategy. Portage Ventures invests in early-stage fintech companies globally.
- Portage Capital SolutionscorePortage Capital Solutions operates as part of Sagard's venture capital offerings, providing capital solutions to fintech and financial services companies across various stages.
- DiagramcoreDiagram is a venture capital firm focused on fintech investments, operating within Sagard's venture capital strategy ecosystem.
- Sagard MidCapcoreSagard MidCap is a private equity strategy focused on mid-market companies, part of Sagard's core private equity offerings.
- Sagard NewGencoreSagard NewGen is a private equity strategy within the Sagard platform, focused on growth-stage investments.
- BEX CapitalcoreBEX Capital operates as part of Sagard Private Equity Solutions, providing specialized private equity investment capabilities.
- Sagard Credit PartnerscoreSagard Credit Partners is a private credit investment strategy within the Sagard platform, providing debt financing solutions.
- Sagard Healthcare PartnerscoreSagard Healthcare Partners operates as a specialized healthcare-focused credit and investment strategy within Sagard's private credit offerings.
- Sagard Real EstatecoreSagard Real Estate manages real estate investment strategies across various property types and geographies.
- Sagard WealthcoreSagard Wealth provides private wealth management services to high-net-worth individuals and family offices, offering access to Sagard's alternative investment strategies.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Sagard Capital competitors and assessment
Company assessmentBroad incumbents
- Carlyle Group: Global alternative asset manager with private equity, credit, and real estate strategies. Comparable multi-strategy platform, though Carlyle is substantially larger and publicly traded.
- Brookfield Asset Management: One of the world's largest alternative asset managers with multi-strategy exposure across private equity, real estate, credit, and infrastructure. Comparable to Sagard as a multi-strategy platform, but at vastly larger scale and with stronger brand recognition in real estate and infrastructure.
- KKR & Co. Global alternative asset manager with deep coverage in private equity, credit, real estate, and infrastructure. Comparable as a multi-strategy incumbent, though at much larger scale with broader institutional reach than Sagard.
- Apollo Global Management: Major alternative asset manager with dominant positions in private credit, private equity, and real estate. Comparable to Sagard's credit-heavy strategies and overall multi-strategy alternative asset management model.
- TPG Inc. Global alternative asset manager operating private equity, credit, real estate, and impact investing strategies. Comparable to Sagard's diversified alternatives platform, particularly in growth equity and credit.
- Blackstone Inc. World's largest alternative asset manager with dominant positions in private equity, credit, real estate, and multi-asset investing. Comparable to Sagard's full-spectrum multi-strategy model, but at substantially greater scale.
Direct peers
- StepStone Group: Multi-strategy private markets firm with significant exposure to private equity, private credit, real estate, and infrastructure via fund-of-funds and direct solutions. Comparable to Sagard's diversified alternatives platform and similar mid-tier AUM scale.
- Bain Capital: Private investment firm operating private equity, credit, real estate, venture, and impact strategies. Comparable multi-strategy platform with similar PE/credit/RE coverage and mid-market orientation to Sagard.
- Ares Management: Global alternative investment manager operating across private equity, credit, real estate, and secondaries strategies. Closely comparable to Sagard's multi-strategy platform, with particular overlap in private credit and secondary solutions.
- Hamilton Lane: Private markets investment manager specializing in private equity, private credit, and secondary solutions across fund, direct, and co-investment vehicles. Highly comparable to Sagard's PE and credit platform and SPESF-style multi-strategy fund approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Sagard Capital social profiles
Digital presenceSagard Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sagard Capital leadership team
Management profileNumber of profiles
Profiles2 records
Sagard Capital subsidiaries and ownership
Company hierarchySubsidiaries16 records
Sagard Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sagard Capital M&A and investment
M&A and investmentM&A
Investments4 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sagard Capital
What does Sagard Capital do?
Sagard Capital is a global multi-strategy alternative asset management firm that manages investment capital across venture capital, private equity, private credit, real estate, and private wealth management. The firm manages approximately $46 billion in assets under management and invests on behalf of institutional investors, family offices, and high-net-worth individuals through more than 190 portfolio companies.
Is Sagard Capital a public or private company?
Sagard Capital is a private company. It is classified as unknown and is currently operating.
When was Sagard Capital founded?
Sagard Capital was founded in 2016. It employs 11 to 50 people.
Where is Sagard Capital based?
Sagard Capital is headquartered in Greenwich, United States, in the North America region.
How does Sagard Capital make money?
One revenue line is on record: alternative Asset Management Fees.
Who are Sagard Capital's main competitors?
Broad incumbents on record are Carlyle Group, Brookfield Asset Management, KKR & Co., Apollo Global Management, TPG Inc. and Blackstone Inc.. Direct peers are StepStone Group, Bain Capital, Ares Management and Hamilton Lane.
Does Sagard Capital have an API?
No public API is recorded for Sagard Capital.
What industry is Sagard Capital in?
Sagard Capital's product category is Alternative Asset Management. Its primary akta.pro industry code is FSANAAAC, Late-Stage Venture Capital (Series C+), with a secondary code of FSANACAH, Real Estate / PropTech Growth Equity. Its NAICS code is 523940 and its SIC code is 6282.