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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 1:58 AM ET

Sponsor Check › Sponsor group

Sagard

11 issuers linked to one sponsor · TORONTO, Ontario, Canada (as filed: A6)

Grouped because: 14 shared people, similar issuer names (8) (automatic match from the filings) ·Not the same sponsor? Request a correction

11issuers
28Form D filings
$870,080,243total sold (sum of latest per issuer)
177investors (sum of max per issuer)
2019–2026active
2new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 2, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

No SEC search has run yet for this sponsor group.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

1 of 11 offerings reports sales commissions totalling $2,125,910; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 2, 2026 D/A
File 021-531282
$2,125,910 (est.)$0 (est.)$0
The Managing Member is entitled to management fee and carried interest. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
William Blair & Company, L.L.C. BrokerCheck CRD 1252 ↗
Zanbato Securities LLC BrokerCheck CRD 279028 ↗
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
via Ben Hart (CRD 7938754 ↗)

Hollister Associates, LLC BrokerCheck CRD 173366 ↗
Macquarie Capital (USA) Inc. BrokerCheck CRD 36368 ↗
EDGAR ↗Aug 20, 2026 D/A
File 021-571137
$0$0$0CAMPBELL LUTYENS & CO. INC. BrokerCheck CRD 133376 ↗
EDGAR ↗Jul 28, 2026 D/A
File 021-592265
$0$0$0None listed on this filing
EDGAR ↗Aug 21, 2025 D/A
File 021-522643
$0$0$0None listed on this filing
EDGAR ↗Jun 9, 2025 D
File 021-548412
$0$0$0
The Issuer's Investment Manager may be entitled to receive a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filing
EDGAR ↗Dec 11, 2024 D
File 021-531812
$0$0$0None listed on this filing
EDGAR ↗Jun 11, 2024 D/A
File 021-455701
$0$0$0None listed on this filing
EDGAR ↗Jun 11, 2024 D/A
File 021-455708
$0$0$0None listed on this filing
EDGAR ↗Dec 6, 2023 D
File 021-498945
$0$0$0None listed on this filing
EDGAR ↗May 14, 2021 D
File 021-399403
$0$0$0None listed on this filing
EDGAR ↗Aug 9, 2019 D/A
File 021-336668
$0$0$0None listed on this filing

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 11 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to Sagard in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 1:58 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗Sagard Credit Partners (Cayman), LPshared people, same person name on both filings, similar issuer namesGEORGE TOWN, Cayman Islands (as filed: E9)Investing2$37,300,000
offering $37,300,000 · similar: $10,000,000–$100,000,000
8
similar: 2–1000
No minimum reported
similar: $100–$50,000
2019–2019
EDGAR ↗Spadina LPshared people, same person name on both filingsTORONTO, Ontario, Canada (as filed: A6)Investing1$82,390,865
offering $82,390,865 · similar: $763,000–$10,000,000
1
similar: 4–23
$165,343
similar: $10,000–$78,388
2021–2021
EDGAR ↗Sagard Senior Lending Partners Offshore LPshared people, same person name on both filings, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund2$3,850,000
offering Indefinite · similar: $500,000–$16,420,250
7
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2022–2024
EDGAR ↗Sagard Senior Lending Partners Offshore-U LPshared people, same person name on both filings, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund2$45,000,000
offering Indefinite · similar: $500,000–$16,420,250
1
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2022–2024
EDGAR ↗Mowat LPshared people, same person name on both filingsTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund1$1,009,408
offering $1,009,408 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗Portage Ventures IV International LPshared people, same person name on both filings, similar issuer namesTORONTO, Ontario, Canada (as filed: A6)Pooled Investment Fund2$132,300,000
offering Indefinite · similar: $500,000–$16,420,250
18
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2024–2025
EDGAR ↗MCTC Investments Holdings (Delaware) LLCshared peopleWILMINGTON, DEPooled Investment Fund11$240,079,870
offering Indefinite · similar: $155,000–$5,250,000
119
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2026
EDGAR ↗Portage Capital Solutions US Fund I LPshared people, same person name on both filings, similar issuer namesNew York, NYPooled Investment Fund1$82,650,100
offering $82,650,100 · similar: $500,000–$16,420,250
11
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2024–2024
EDGAR ↗Sagard CLO Equity Fund US Feeder LPshared people, same person name on both filings, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗Sagard Credit Partners III-U (US) LPshared people, same person name on both filings, shared management entity, similar issuer namesWILMINGTON, DEPooled Investment Fund3$105,500,000
offering Indefinite · similar: $500,000–$16,420,250
4
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2026–2026
EDGAR ↗Sagard Credit Partners III-U RN (US) LPshared people, same person name on both filings, shared management entity, similar issuer namesWILMINGTON, DEPooled Investment Fund2$140,000,000
offering Indefinite · similar: $500,000–$16,420,250
7
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(c) (764 filings); Investing / 506(b) (2,521 filings); Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 2, 2026MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$240,079,870
EDGAR ↗Aug 20, 2026Sagard Credit Partners III-U (US) LPD/APooled Investment FundIndefinite$105,500,000
EDGAR ↗Aug 19, 2026Sagard Credit Partners III-U (US) LPD/APooled Investment FundIndefinite$105,500,000
EDGAR ↗Jul 28, 2026Sagard Credit Partners III-U RN (US) LPD/APooled Investment FundIndefinite$140,000,000
EDGAR ↗Jul 28, 2026Sagard Credit Partners III-U RN (US) LPDPooled Investment FundIndefinite$140,000,000
EDGAR ↗Jun 24, 2026MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$234,729,870
EDGAR ↗May 13, 2026MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$199,579,870
EDGAR ↗Mar 30, 2026MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$185,709,870
EDGAR ↗Jan 26, 2026Sagard Credit Partners III-U (US) LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 22, 2025MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$150,126,752
EDGAR ↗Dec 19, 2025MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$150,126,752
EDGAR ↗Dec 8, 2025MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$137,426,672
EDGAR ↗Oct 22, 2025MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$137,426,672
EDGAR ↗Aug 21, 2025Portage Ventures IV International LPD/APooled Investment FundIndefinite$132,300,000
EDGAR ↗Jun 9, 2025Sagard CLO Equity Fund US Feeder LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 12, 2025MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$93,676,672
EDGAR ↗Dec 23, 2024MCTC Investments Holdings (Delaware) LLCD/APooled Investment FundIndefinite$19,272,582
EDGAR ↗Dec 11, 2024Portage Capital Solutions US Fund I LPDPooled Investment Fund$82,650,100$82,650,100
EDGAR ↗Dec 6, 2024MCTC Investments Holdings (Delaware) LLCDPooled Investment FundIndefinite$0
EDGAR ↗Aug 28, 2024Portage Ventures IV International LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 11, 2024Sagard Senior Lending Partners Offshore-U LPD/APooled Investment FundIndefinite$45,000,000
EDGAR ↗Jun 11, 2024Sagard Senior Lending Partners Offshore LPD/APooled Investment FundIndefinite$3,850,000
EDGAR ↗Dec 6, 2023Mowat LPDPooled Investment Fund$1,009,408$1,009,408
EDGAR ↗Aug 11, 2022Sagard Senior Lending Partners Offshore-U LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 11, 2022Sagard Senior Lending Partners Offshore LPDPooled Investment FundIndefinite$0
EDGAR ↗May 14, 2021Spadina LPDInvesting$82,390,865$82,390,865
EDGAR ↗Aug 9, 2019Sagard Credit Partners (Cayman), LPD/AInvesting$37,300,000$37,300,000
EDGAR ↗Apr 8, 2019Sagard Credit Partners (Cayman), LPDInvesting$37,300,000$37,300,000

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 2, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Investing (2019–2021). Latest offering: Pooled Investment Fund (2022–2026; most recent Jul 28, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Samuel David RobinsonExecutive Officer, Director, Promoter9May 14, 2021 → Aug 20, 2026
Paul Guy Desmarais IIIDirector, Executive Officer9May 14, 2021 → Aug 20, 2026
Junaid SubhanExecutive Officer8May 14, 2021 → Aug 20, 2026
Stephan KleeExecutive Officer, Director7May 14, 2021 → Aug 20, 2026
Adam VignaDirector, Executive Officer6Apr 8, 2019 → Aug 20, 2026
Michael HassanExecutive Officer, Director5Jun 11, 2024 → Aug 20, 2026
Jonathan TetraultExecutive Officer5Aug 11, 2022 → Jan 26, 2026
Adam FeleskyExecutive Officer, Director4May 14, 2021 → Aug 21, 2025
Puja KumarExecutive Officer4Jun 11, 2024 → Aug 21, 2025
Sacha HaqueDirector, Executive Officer4Apr 8, 2019 → Aug 11, 2022
Errin Victoria EcheniqueDirector3Jun 24, 2026 → Oct 2, 2026
Sinead Christina WagnerDirector2Jul 28, 2026 → Aug 20, 2026
Stephen KleeExecutive Officer2Aug 11, 2022 → Jun 9, 2025
Dominique PerronExecutive Officer2Aug 11, 2022 → Aug 11, 2022
Jarard BlakeDirector1Dec 6, 2024 → Oct 2, 2026
Sagard Credit Partners III-U (Cayman) GP Guy entityPromoter1Jan 26, 2026 → Aug 20, 2026
Sagard Holdings Manager (US) David entityPromoter1Aug 19, 2026 → Aug 20, 2026
Sagard Credit Partners III-U (Cayman) GP David entityPromoter1Jul 28, 2026 → Jul 28, 2026
Sagard Holdings Manager (US) David entityPromoter1Jul 28, 2026 → Jul 28, 2026
Jason SneahDirector1Dec 6, 2024 → May 13, 2026
Sagard Holdings Manager Guy entityPromoter1Jan 26, 2026 → Jan 26, 2026
Portage Ventures IV GP Inc. entityPromoter1Aug 28, 2024 → Aug 21, 2025
Sagard CLO Equity Fund GP LLC entityPromoter1Jun 9, 2025 → Jun 9, 2025
Sagard Holdings Manager (US) LLC entityPromoter1Jun 9, 2025 → Jun 9, 2025
Hassan MichaelExecutive Officer1Jun 9, 2025 → Jun 9, 2025
Sagard Holdings Management Corp. entityPromoter1Jun 9, 2025 → Jun 9, 2025
Junaid SubbanExecutive Officer1Dec 11, 2024 → Dec 11, 2024
Devon KirkExecutive Officer1Dec 11, 2024 → Dec 11, 2024
Daniel BallenExecutive Officer1Dec 11, 2024 → Dec 11, 2024

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Not yet searched.

Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim or Form ADV Item 1.I of its matched adviser — we never look it up elsewhere) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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Sponsor response

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.