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Unigestion SA: investment adviser
Unigestion SA is an investment adviser registered with the SEC (file 802-131089, CRD 299224). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Unigestion Private Equity Holding SA | Company (outside the U.S.) | Shareholder | E 75% or more | Aug 1993 | Yes |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Andre Roger Desmarais | The Desmarais Family Residuary Trust | Person | F General partner, trustee or managing member | Yes | |
| Paul Guy Desmarais | The Desmarais Family Residuary Trust | Person | F General partner, trustee or managing member | Yes | |
| Sophie Desmarais | The Desmarais Family Residuary Non-Voting Trust | Person | F General partner, trustee or managing member | ||
| Gary Albert Doer | The Desmarais Family Residuary Trust | Person | F General partner, trustee or managing member | Yes | |
| Gregory James Fleming | The Desmarais Family Residuary Trust | Person | F General partner, trustee or managing member | Yes | |
| Power Corporation of Canada | Sagard Holdings Inc. | Company (outside the U.S.) | E 75% or more | Yes | |
| Sagard Holdings Management | Sagard UK | Company (outside the U.S.) | E 75% or more | Yes | |
| Sagard UK Management Ltd. | Unigestion Private Equity Holding SA | Company (outside the U.S.) | E 75% or more | Yes | |
| The Desmarais Family Residuary | Pansolo Holding | Company (outside the U.S.) | E 75% or more | Yes | |
| Pansolo Holding Inc | Power Corporation of Canada | Company (outside the U.S.) | D 50% to 75% | Yes | |
| Sagard Holdings Inc. | Sagard Holdings Management Inc. | Company (outside the U.S.) | D 50% to 75% | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.