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| Performance Equity Management LLC
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| CRD # | 110207 |
| SEC # | 801-60051 |
| CIK # | 0001666410 |
| AUM | 9,413.6 M (2026-03-31) |
| Employees | 36 (28% 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 | AUM |
|---|---|---|---|---|
| VC | Performance Venture Capital Reinvestment Fund LP | [2026-03-31] | 674.6 M | |
| Filed 2025-03-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,740,000 · Revenue Decline to Disclose | ||||
| PE | PVC Special Opportunities Fund I LP | [2026-03-31] | 75.3 M | 106.3 M |
| Filed 2024-11-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Performance Effem PE Fund LP Series 2024 | 2025-03-28 | 64.6 M | |
| PE | Performance Venture Capital VI LP | [2025-03-28] | 103.4 M | 143.5 M |
| Filed 2025-06-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Performance Direct Investments V LP | [2023-03-29] | 229.6 M | 500.5 M |
| Filed 2025-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $465,000 · Revenue Decline to Disclose | ||||
| PE | Performance Effem PE Fund LP Series 2022 | [2023-03-29] | 95.6 M | 111.2 M |
| Filed 2023-02-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Performance Effem PE Fund LP Series 2021 | [2022-03-30] | 90.2 M | 117.1 M |
| Offered $90,180,361 · Filed 2021-03-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Performance IOOF Co-Investment Fund LP | [2022-03-30] | 20.0 M | 13.7 M |
| Filed 2021-06-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Performance Venture Capital V LP | [2022-03-30] | 131.3 M | 378.3 M |
| Filed 2022-03-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Performance Effem PE Fund LP Series 2020 | [2021-03-29] | 118.7 M | |
| Filed 2019-12-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 27 | 4.4 |
| (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 | 4.7 |
| (n) Other | 7 | 0.2 |
| Total | 37 | 9.4 |
| By Discretionary | ||
| Discretionary | 28 | 4.4 |
| Non-Discretionary | 9 | 5.0 |
| Total | 37 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 8.9 | |
| Total | 37 | 9.4 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Clark | Director, Executive Officer | 70 | 4 | |
| Paul Schmitt | Director, Executive Officer | 34 | 2 | |
| Jeffrey Reals | Director, Executive Officer | 26 | 2 | |
| Jeffrey Barman | Director, Executive Officer | 26 | 2 | |
| Jon Deklerk | Director, Executive Officer | 25 | 2 | |
| James Tybur | Director, Executive Officer | 24 | 2 | |
| Performance Equity Management LLC | Director, Executive Officer, Promoter | 24 | 2 | |
| Christopher Millin | Director, Executive Officer | 23 | 2 | |
| Marcia Haydel | Director, Executive Officer | 23 | 2 | |
| Frank Brenninkmeyer | Director, Executive Officer | 22 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.7B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Related People Network |
|---|
| 38 people file Form D offerings alongside this firm's people. |
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