PERFORMANCE EQUITY MANAGEMENT, LLC
Latest filing: Mar 28, 2025 (99 days ago)
AUM
$9,428,359,147
-1% change vs. 1 year ago
-27% change vs. 3 years ago
-8% change vs. 5 years ago
-34% change vs. 10 years ago
Employee Count
35
3% change vs. 1 year ago
3% change vs. 3 years ago
6% change vs. 5 years ago
3% change vs. 10 years ago
Main Office
GREENWICH, CT
5 GREENWICH OFFICE PARK, GREENWICH, CT, UNITED STATES, 6831
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.7 |
| Non-Discretionary | $4.8 |
| Total | $9.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.6 |
| Institutional | $4.8 |
| Total | $9.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.8 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $4.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 7% | $0.3 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 93% | $4.5 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $4.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SAGARD HOLDINGS MANAGER LP | $6.8 | 304924 | |
| HALSEYPOINT ASSET MANAGEMENT, LLC | $3.6 | 305194 | |
| EVERWEST ADVISORS LLC | $1.1 | 167125 | |
| SAGARD HOLDINGS MANAGER (US) LLC | $0.5 | 322374 | |
| THE CANADA LIFE ASSURANCE COMPANY | $0.0 | - | |
| DIAGRAM CORPORATION | $0.0 | 312543 | |
| SAGARD SAS | $0.0 | 162504 | |
| PERFORMANCE VENTURE CAPITAL V GP LLC | $0.0 | - | |
| PERFORMANCE EFFEM PE FUND GP, LLC | $0.0 | - | |
| PERFORMANCE DIRECT INVESTMENTS IV GP, LLC | $0.0 | - | |
| PERFORMANCE EFFEM PE FUND GP, LLC: SERIES 2020 | $0.0 | - | |
| PERFORMANCE EFFEM PE FUND GP, LLC: SERIES 2018 | $0.0 | - | |
| PERFORMANCE GCP CO-INVESTMENT GP, LLC | $0.0 | - | |
| PERFORMANCE DIRECT INVESTMENTS III GP, LLC | $0.0 | - | |
| PERFORMANCE VC OPPORTUNITIES FUND I GP, LLC | $0.0 | - | |
| PERFORMANCE VENTURE CAPITAL II GP, LLC | $0.0 | - | |
| PERFORMANCE VENTURE CAPITAL IV GP LLC | $0.0 | - | |
| PERFORMANCE OPPORTUNITIES FUND GP, LLC | $0.0 | - | |
| PERFORMANCE EFFEM PE FUND GP, LLC: SERIES 2019 | $0.0 | - | |
| PERFORMANCE DIRECT INVESTMENTS V GP, LLC | $0.0 | - | |
| PERFORMANCE VENTURE CAPITAL III GP, LLC | $0.0 | - | |
| PERFORMANCE REGENT 2021 GP, LLC | $0.0 | - | |
| PERFORMANCE EFFEM PE FUND GP, LLC: SERIES 2022 | $0.0 | - | |
| PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND GP, LLC | $0.0 | - | |
| PERFORMANCE VENTURE CAPITAL I GP, LLC | $0.0 | - | |
| PERFORMANCE MASTER II GP LLC | $0.0 | - | |
| PERFORMANCE IOOF CO-INVESTMENT FUND GP, LLC | $0.0 | - | |
| PERFORMANCE EFFEM PE FUND GP, LLC: SERIES 2021 | $0.0 | - | |
| PERFORMANCE BUYOUT II GP LLC | $0.0 | - | |
| PERFORMANCE GLOBAL FUND OF FUNDS GP, LLC | $0.0 | - | |
| PERFORMANCE BUYOUT FUND OF FUNDS I GP, LLC | $0.0 | - | |
| PERFORMANCE REGENT STREET CO-INVESTMENT GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
25 active
| Name | Title |
|---|---|
| BARMAN, JEFFREY, WYNN | CHIEF INVESTMENT OFFICER & MANAGING DIRECTOR |
| CLARK, JOHN, SPENCER | PRESIDENT & MANAGING DIRECTOR, ELECTED MANAGER |
| REALS, JEFFREY, ALLEN | MANAGING DIRECTOR |
| RUSOFF, S, LAWRENCE | MANAGING DIRECTOR, ELECTED MANAGER |
| DEKLERK, JON, WILLIAM | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER |
| TYBUR, JAMES, STANLEY | MANAGING DIRECTOR |
| MILLIN, CHRIS, BENNETT | CHIEF FINANCIAL OFFICER |
| SCHMITT, PAUL, MICHAEL | CHIEF DATA OFFICER |
| DESMARAIS, SOPHIE, CAROLINE | TRUSTEE, NON-VOTING, TRUSTEE, NON-VOTING |
| DOER, GARY, ALBERT | TRUSTEE |
| DESMARAIS, PAUL, GUY | TRUSTEE |
| DESMARAIS, ANDRE, ROGER | TRUSTEE |
| FLEMING, GREGORY, JAMES | TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $9.4 | $0.0 | 0% | 35 | 0 | 0% |
| 2025-04-21 | $9.4 | $0.0 | 0% | 35 | 0 | 0% |
| 2024-04-02 | $9.5 | -$0.1 | -1% | 34 | 1 | 3% |
| 2023-04-04 | $11.1 | -$1.7 | -15% | 34 | 1 | 3% |
| 2022-04-01 | $12.9 | -$3.5 | -27% | 34 | 1 | 3% |
| 2021-04-05 | $10.1 | -$0.6 | -6% | 32 | 3 | 9% |
| 2020-04-01 | $10.3 | -$0.8 | -8% | 33 | 2 | 6% |
| 2019-04-01 | $10.7 | -$1.2 | -12% | 30 | 5 | 17% |
| 2018-04-02 | $10.8 | -$1.3 | -12% | 31 | 4 | 13% |
| 2017-04-01 | $11.4 | -$2.0 | -17% | 33 | 2 | 6% |
| 2016-04-01 | $12.7 | -$3.2 | -26% | 33 | 2 | 6% |
| 2015-04-01 | $14.3 | -$4.8 | -34% | 34 | 1 | 3% |
| 2014-04-01 | $14.6 | -$5.1 | -35% | 32 | 3 | 9% |
| 2013-04-01 | $13.7 | -$4.3 | -31% | 32 | 3 | 9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-02/02/2006 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV