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RIA / WealthPrivate fundprivate equity fund3(c)(7)

PERFORMANCE DIRECT INVESTMENTS III, L.P.

advised by SAGARD PRIVATE EQUITY SOLUTIONS

Delaware, United States

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Search this name across graphsid dfx:ria:d70d55f7-59af-fd3a-9f50-50a4317fe002

Data as of Oct 1, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 25, 2015 to Oct 1, 2024
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Performance Direct Investments III, L.P.

Private equity fund · shared adv fund id

Venture Capitalidentity

Performance Direct Investments III, L.P.

Venture fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: SAGARD PRIVATE EQUITY SOLUTIONSCRD 110207
Fund type: Private Equity Fund
Latest reported GAV: $140Mgross asset value on Schedule D 7.B(1), as of 2024-10-01; never fund size
Peak reported GAV: $257M
Beneficial owners: 10
Minimum investment: $5.0M
Owned by the adviser: 200%
Owned by funds of funds: 6600%
Owned by non-US persons: 1200%
Clients solicited: no
Form D file number: 021-224990an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 25, 2015
Last reported: Oct 1, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 25
Fund id: 805-6902687162

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Oct 1, 2024	$140M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 28, 2024	$140M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Feb 9, 2024	$142M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Aug 31, 2023	$142M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jun 20, 2023	$142M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 29, 2023	$142M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jun 3, 2022	$209M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 30, 2022	$209M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
May 18, 2021	$180M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 29, 2021	$180M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jul 14, 2020	$225M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jul 14, 2020	$225M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
May 20, 2020	$257M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 30, 2020	$257M	10	$5.0M	200.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Feb 28, 2020	$241M	15	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jun 4, 2019	$241M	15	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 28, 2019	$241M	15	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 29, 2018	$239M	15	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Apr 20, 2017	$171M	15	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jan 30, 2017	$171M	15	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Jul 29, 2016	$137M	13	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 29, 2016	$137M	13	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Nov 9, 2015	$114M	10	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Oct 9, 2015	$114M	10	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.
Mar 25, 2015	$114M	10	$5.0M	100.0%	yes	PERFORMANCE DIRECT INVESTMENTS III, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CITY NATIONAL BANK	CITY NATIONAL BANK	LOS ANGELES	California	United States	no	n/a
BANK OF AMERICA MERRILL LYNCH	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SAN FRANSISCO	California	United States	no	n/a
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← SAGARD PRIVATE EQUITY SOLUTIONSRegistered adviserPrivate Equity Fund, IA
Mar 25, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d70d55f7-59af-fd3a-9f50-50a4317fe002
First observed: Mar 25, 2015
Last observed: Oct 1, 2024 23 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PERFORMANCE DIRECT INVESTMENTS III, L.P.

advised by SAGARD PRIVATE EQUITY SOLUTIONS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d70d55f7-59af-fd3a-9f50-50a4317fe002

Data as of Oct 1, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Oct 1, 2024

$140M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 28, 2024

$140M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Feb 9, 2024

$142M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Aug 31, 2023

$142M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jun 20, 2023

$142M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 29, 2023

$142M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jun 3, 2022

$209M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 30, 2022

$209M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

May 18, 2021

$180M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 29, 2021

$180M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jul 14, 2020

$225M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jul 14, 2020

$225M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

May 20, 2020

$257M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 30, 2020

$257M

$5.0M

200.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Feb 28, 2020

$241M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jun 4, 2019

$241M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 28, 2019

$241M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 29, 2018

$239M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Apr 20, 2017

$171M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jan 30, 2017

$171M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Jul 29, 2016

$137M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 29, 2016

$137M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Nov 9, 2015

$114M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Oct 9, 2015

$114M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Mar 25, 2015

$114M

$5.0M

100.0%

yes

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

CITY NATIONAL BANK

LOS ANGELES

California

United States

n/a

BANK OF AMERICA MERRILL LYNCH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SAN FRANSISCO

California

United States

n/a

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a