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| Happy Holidays!! thanks for using AUM13F!! |
| Performance Equity Management LLC
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| CRD # | 110207 |
| SEC # | 801-60051 |
| CIK # | 0001666410 |
| AUM | $9.4 B (2025-03-28) |
| Employees | 35 (34% Investors, 0% Brokers) |
| Phone | 203-742-2400 |
| Address | 5 Greenwich Office Park Greenwich, CT 06831 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Performance Effem PE Fund LP Series 2024 | 2025-03-28 | 50.5 | |
| PE | Performance Venture Capital VI LP | [2025-03-28] | 103.4 | 98.0 |
| PE | Performance Direct Investments V LP | [2023-03-29] | 229.6 | 223.9 |
| PE | Performance Effem PE Fund LP Series 2022 | [2023-03-29] | 95.6 | 97.5 |
| PE | Performance Effem PE Fund LP Series 2021 | [2022-03-30] | 90.2 | 108.5 |
| PE | Performance IOOF Co-Investment Fund LP | [2022-03-30] | 20.0 | 15.1 |
| PE | Performance Venture Capital V LP | [2022-03-30] | 131.3 | 306.7 |
| PE | Performance Effem PE Fund LP Series 2020 | [2021-03-29] | 0.0 | 121.9 |
| PE | Performance Equity Growth Opportunities Fund LP | [2021-03-29] | 35.4 | 95.0 |
| PE | Performance Direct Investments IV LP | [2020-03-30] | 122.5 | 408.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 4.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.5 |
| (n) Other | 6 | 0.1 |
| Total | 34 | 9.4 |
| By Discretionary | ||
| Discretionary | 27 | 4.7 |
| Non-Discretionary | 7 | 4.8 |
| Total | 34 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 8.9 | |
| Total | 34 | 9.4 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John Clark | 69 | |||
| Paul Schmitt | 34 | |||
| Jeffrey Reals | 26 | |||
| Jeffrey Barman | 26 | |||
| Jon Deklerk | 25 | |||
| Performance Equity Management LLC | 24 | |||
| James Tybur | 24 | |||
| Marcia Haydel | 23 | |||
| Christopher Millin | 23 | |||
| Frank Brenninkmeyer | 22 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bain Capital Ventures LP
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|
MA | 9.7 |
|
Arlington Management Employees LLC
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|
MD | 9.7 |
|
Altaris LLC
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|
NY | 9.7 |
|
Court Square Capital Management LP
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|
NY | 9.7 |
|
TrueBridge Capital Partners LLC
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|
NC | 9.6 |
|
The Sterling Group LP
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|
TX | 9.5 |
|
ArcLight Capital Partners LLC
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|
MA | 9.5 |
|
JMI Management LP
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|
MD | 9.5 |
|
Webster Equity Partners LP
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|
MA | 9.5 |
|
Franklin Park Associates LLC
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|
PA | 9.2 |