325 CAPITAL
SEC Registereda long-term, significant minority owner of high-quality, small public companies
About the firm
325 Capital invests in a concentrated portfolio of high-quality, small-cap companies where it can be a significant minority shareholder, using data-driven, analytical insights to engage with management teams and boards. With nearly three decades of experience, first building the private equity practice group at Bain & Co. and then founding Sagard Capital, 325 Capital has a demonstrated track record of being constructive partners to companies undergoing change.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Concentrated minority equity investing in small-cap public companies, using data-driven analytical insights to engage with management teams and boards to achieve a blueprint for value creation
Who they serve
High-quality, small-cap public companies undergoing change, where 325 Capital can be a significant minority shareholder
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $66M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 325 CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched