SAGARD REAL ESTATE ADVISORS
Latest filing: Mar 27, 2025 (100 days ago)
AUM
$1,119,579,951
-3% change vs. 1 year ago
-35% change vs. 3 years ago
-15% change vs. 5 years ago
40% change vs. 10 years ago
Employee Count
107
4% change vs. 1 year ago
6% change vs. 3 years ago
22% change vs. 5 years ago
282% change vs. 10 years ago
Main Office
DENVER, CO
18TH STREET, DENVER, CO, UNITED STATES, 80202
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.1 |
| Institutional | $0.0 |
| Total | $1.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PERFORMANCE EQUITY MANAGEMENT, LLC | $9.4 | 110207 | |
| SAGARD HOLDINGS MANAGER LP | $6.8 | 304924 | |
| HALSEYPOINT ASSET MANAGEMENT, LLC | $3.6 | 305194 | |
| SAGARD HOLDINGS MANAGER (US) LLC | $0.5 | 322374 | |
| SAGARD SAS | $0.0 | 162504 | |
| DIAGRAM CORPORATION | $0.0 | 312543 | |
| GWL RES GP LLC | $0.0 | - | |
| EVERWEST REAL ESTATE INVESTORS, LLC | $0.0 | - | |
| EW MANAGER, LLC | $0.0 | - | |
| GWL PLUS II GP LLC | $0.0 | - | |
| GWL PLUS GP LLC | $0.0 | - | |
| GWLRA GP LLC | $0.0 | - | |
| GWL REI GP, LLC | $0.0 | - | |
| THE CANADA LIFE ASSURANCE COMPANY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| STONE, RICHARD, WAYNE | PRESIDENT & CEO |
| ALEXANDER, JAY, KENNEDY | CHIEF INVESTMENT OFFICER |
| DESMARAIS, PAUL, GUY | TRUSTEE |
| DESMARAIS, ANDRE, ROGER | TRUSTEE |
| DESMARAIS, SOPHIE, CAROLINE | TRUSTEE |
| HOOPES, MARK, ALEXANDER | CHIEF COMPLIANCE OFFICER |
| WARREN, MICHAEL, SCOTT | CHIEF LEGAL OFFICER |
| WRIGHT, KEITH, BLACKMER | CHIEF FINANCIAL OFFICER |
| FLEMING, GREGORY, JAMES | TRUSTEE |
| DOER, GARY, ALBERT | TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.1 | $0.0 | 0% | 107 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 107 | 0 | 0% |
| 2024-04-02 | $1.2 | $0.0 | -3% | 103 | 4 | 4% |
| 2023-04-04 | $1.7 | -$0.6 | -35% | 119 | -12 | -10% |
| 2022-04-01 | $1.7 | -$0.6 | -35% | 101 | 6 | 6% |
| 2021-04-05 | $1.3 | -$0.2 | -12% | 94 | 13 | 14% |
| 2020-04-01 | $1.3 | -$0.2 | -15% | 88 | 19 | 22% |
| 2019-04-01 | $0.4 | $0.7 | 171% | 61 | 46 | 75% |
| 2018-04-02 | $0.6 | $0.5 | 92% | 38 | 69 | 182% |
| 2017-04-01 | $0.2 | $0.9 | 407% | 38 | 69 | 182% |
| 2016-04-01 | $0.7 | $0.4 | 50% | 35 | 72 | 206% |
| 2015-04-01 | $0.8 | $0.3 | 40% | 28 | 79 | 282% |
| 2014-04-01 | $0.2 | $0.9 | 555% | 18 | 89 | 494% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, CO-10/25/2013 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV