Advising on Private Equity: Access, Diversification, and Time Horizons
Nov 3, 2025
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Sagard Private Investment Solutions
Delivering private investment strategies designed for wealth advisors and their clients.
Sagard’s Private Investment Solutions provides Canadian wealth advisors and accredited investors with access to institutional-calibre private market opportunities in the mid-cap segment.
Our funds are designed to simplify participation in asset classes that have traditionally been reserved for large institutions, offering diversified sources of returns, consistent performance potential, and long-term value creation.
Connect with usWhy invest with Sagard
Alternative strategies
Access to private middle market opportunities traditionally reserved for institutional investors.
Established Canadian firm
Sagard has an established track record as a Canada-based asset manager with over $32B of AUM1.
Advisor-Focused
Comprehensive support and resources for wealth advisors serving high-net-worth clients.
Our investment products
Two distinctive strategies designed to help wealth advisors deliver alternative investment solutions to their clients.
Sagard Private Credit Fund
A diversified private credit strategy investing in senior secured lending opportunities across North America.
Key highlights
- Monthly distributions, targeting 9–10% annual net returns2
- Differentiated private credit strategy targeting higher yields through mid-market and non-sponsor opportunities
- Capital preservation emphasis
- Robust approach to sourcing, investing in ~ 1% of opportunities
Sagard Private Equities Strategies Fund
A diversified private equity fund investing across secondaries, co-investments, and primaries.
Key highlights
- Long-term returns targeting 14–18% net annually3
- Advantaged access through GP relationships offering visibility into high-quality deal flow
- Long-term capital appreciation
- Access to high-quality managers
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Footnotes
- Assets Under Management (“AUM”) as of June 30, 2025 is the sum of:
- net asset value of private equity, venture capital, private credit and healthcare funds, including uncalled capital commitments of those funds and unused leverage,
- gross asset value of the underlying real estate of Sagard Real Estate funds and separate accounts,
- fair value of assets held in co-investment vehicles managed by Sagard and uncalled capital commitments of those co-investment vehicles,
- AUM of other managers controlled by Sagard,
- fair value of all other assets managed by Sagard that are not otherwise included in the clauses above.
Our definition of AUM is not based on any definition contained in our fund management agreements. Furthermore, our calculation may differ from the manner in which the SEC defines “Regulatory Assets Under Management” on Form ADV and from the AUM definition used by other asset managers. All references to ”dollars” or ”$” are to US dollars unless otherwise stated.
- Indicative initial annual return of 9-10% over an investment cycle, consisting mainly of distributions
- The Fund’s investment objectives and target return are not guaranteed.
