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Overview and Management
Establishment Year
2002
Mission
Invest capital, culture, and network to drive returns for our clients and communities.
Values
Entrepreneurship, innovation, collaboration, rigor, authenticity.
Investment Roles
Direct Investor, General Partner (GP)
Participant Demographics
Generational Wealth Planning
Offers private wealth management services through its partner, Grayhawk.
Risk Tolerance
References or Case Studies
Team Experience
400 professionals globally.
Notable Achievements
Growth to $25.1 billion AUM, 150+ portfolio companies.
Project Track Record
Includes investments in healthcare, fintech, and private equity through various funds.
Exit Strategies
Transformational business initiatives, acquisitions, and preparing for exits.
Legal, Compliance and Contact Information
Regulatory Registrations
PRI and TCFD signatory.
Compliance History
info@sagardholdings.com
Phone Number
303-986-2222
Address
Denver United States