Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / Performance Equity Management, LLC

Performance Equity Management, LLC

Fund of funds · probableMiddle marketGreenwich, CTpeqm.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 19 of 28 admitted vehicles carry the sworn fund-of-funds flag
Size band
Middle marketdefined by: proxy: $4.53bn Private Equity Fund GAV on the Form ADV filed 2024-10-01
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 19 of 28 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Oct 1, 2024
RAUM
$9.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
23
PE fund GAV, latest filing
$4.5Breported gross assets (Form ADV), not fund size
All private fund GAV
$4.5Bevery private fund type, latest filing
2024 PE fund GAV
$4.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-10-01, latest gav Private Equity Fund $4.5B, latest counts Private Equity Fund 23, lifetime distinct Private Equity Fund 28
Employees
34
Headquarters
Greenwich, CT
Office address
5 GREENWICH OFFICE PARK, THIRD FLOOR, Greenwich, CT, 06831
Business phone
(203) 742-2400
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 3, minority 1
period
to 2026-08-10, from 2026-08-10, undated holdings 3, dated observations 1
window
last unknown, first unknown
control
unknown 3, minority 1
companies
4
geography
count 1, share 0.25, value SC
investments
4
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share 0.5, value financial services, examples BEX Capital, Portage Ventures
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.5, value financial services, examples BEX Capital, Portage Ventures

4 companies on the graph (0 transactions); most in financial services (2); observed 2026 to 2026

Funds
28 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
Performance Direct Investments V, L.P.
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$104M
as of Oct 1, 2024
no Form DUnknown
Performance Venture Capital V, L.P.
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$320M
as of Oct 1, 2024
no Form DEarly deployment
Performance Effem PE Fund, L.p.: Series 2022
ADV: Private Equity Fund
Fund of funds2022
year in the fund name
$96.5M
as of Oct 1, 2024
no Form DEarly deployment
Performance Ioof Co-Investment Fund, L.P.
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$17.2M
as of Oct 1, 2024
no Form DUnknown
Performance Effem PE Fund, L.p.: Series 2021
ADV: Private Equity Fund
Fund of funds2021
year in the fund name
$97.1M
as of Oct 1, 2024
no Form DEarly deployment
Performance Equity Growth Opportunities Fund, L.P.
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$92.0M
as of Oct 1, 2024
no Form DUnknown
Performance Direct Investments IV, L.P.
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$394M
as of Oct 1, 2024
no Form DSuccessor fundraising
Performance Effem PE Fund, L.p.: Series 2020
ADV: Private Equity Fund
Fund of funds2020
year in the fund name
$104M
as of Oct 1, 2024
no Form DUnknown
Performance Venture Capital IV, L.P.
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$214M
as of Oct 1, 2024
no Form DUnknown
Performance Effem PE Fund, L.p.: Series 2019
ADV: Private Equity Fund
Fund of funds2019
year in the fund name
$188M
as of Oct 1, 2024
no Form DMature
Performance Effem PE Fund, L.p.: Series 2018
ADV: Private Equity Fund
Fund of funds2018
year in the fund name
$233M
as of Oct 1, 2024
no Form DMature
Performance Effem PE Fund, L.p.: Series 2017
ADV: Private Equity Fund
Fund of funds2017
year in the fund name
$154M
as of Oct 1, 2024
no Form DMature
Performance Hs-W Co-Investment, L.P.
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$1.2M
as of Feb 28, 2020
no Form DWound down
Performance Coinvestment, L.P.
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$0
as of Feb 28, 2020
no Form DWound down
Performance Direct Investments III, L.P.
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$140M
as of Oct 1, 2024
no Form DHarvest
Performance Venture Capital III, L.P.
ADV: Private Equity Fund
Fund of funds2014
first reported on Form ADV
$326M
as of Oct 1, 2024
no Form DHarvest
Performance Venture Capital II, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$519M
as of Oct 1, 2024
no Form DHarvest
Effem Master Fund II Parallel, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$346M
as of Oct 1, 2024
no Form DHarvest
Effem Master Fund II, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$336M
as of Oct 1, 2024
no Form DHarvest
Effem Master Fund, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$292M
as of Jun 20, 2023
no Form DHarvest
Performance Buyout Fund of Funds II Parallel, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$239M
as of Oct 1, 2024
no Form DHarvest
Performance Buyout Fund of Funds II, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$232M
as of Oct 1, 2024
no Form DHarvest
Performance Venture Capital, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$223M
as of Oct 1, 2024
no Form DHarvest
Performance Buyout Fund of Funds, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$89.8M
as of Oct 1, 2024
no Form DHarvest
Performance Opportunities Fund, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$43.8M
as of Oct 1, 2024
no Form DHarvest
Performance Direct Investments II, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$29.7M
as of Feb 9, 2024
no Form DWound down
Performance Global Fund of Funds I, L.P.
ADV: Private Equity Fund
Fund of fundsunknown$25.9M
as of Oct 1, 2024
no Form DHarvest
Performance Direct Investments I, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jul 14, 2020
no Form DWound down
Team
14 current, 4 former
Partner (5)
4 former (kept with end dates)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
GoodUnited, Inc.MinorityactiveAug 10, 2026
venture round
1 monthsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
BEX CapitalRole unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
ContinueRole unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Portage VenturesRole unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
14 relationships
Placement agents (14)
  • Verity Capital Management Limited 5 shared · very strong · last Jan 1, 2023
  • Equus Financial Consulting LLC 5 shared · very strong · last Jan 1, 2023
  • Lancea LLC 4 shared · strong · last Jan 1, 2023
  • Ittai Dissentshik 3 shared · strong · last Jan 1, 2023
  • Kbfg Securities America Inc. 3 shared · strong · last Jan 1, 2023
  • Gallatin Capital LLC 3 shared · strong · last Jan 1, 2023
  • Rainmaker Securities, LLC 3 shared · strong · last Jan 1, 2023
  • The Peak Inc., Ltd. 2 shared · recurring · last Jan 1, 2015
  • Columbus Advisory Group, Ltd. 2 shared · recurring · last Jan 1, 2016
  • Bhargava Capital 2 shared · recurring · last Jan 1, 2015
  • Forum Capital Securities LLC 2 shared · recurring · last Jan 1, 2023
  • Bradley Woods & Co. Ltd. 2 shared · recurring · last Jan 1, 2020
  • Avenue Alternatives, LLP 1 shared · one time · last Jan 1, 2022
  • Liora Partners 1 shared · one time · last Jan 1, 2015
LP commitments
3 disclosed
Events
2 most recent
  1. Mar 31, 2026
    Sagard Private Equity Solutions: Private Equity Funds on Form ADV 23 (2024 extract) -> 26 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 30, 2012
    Performance Equity Management, LLC first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

Performance Equity Management, LLC is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.

Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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