PERFORMANCE EQUITY MANAGEMENT, LLC
DBA: SAGARD PRIVATE EQUITY SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $9.41B |
| Discretionary | $4.43B47% of AUM |
| Non-Discretionary | $4.99B |
| Client Accounts | 37 |
| Avg Account Size | $254.4M |
| Employees | 36 |
| Peak AUM | $16.73BMar 2012 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.4B | 0.2% | 5.3% | 1.3% | |
| Discretionary AUM | $4.4B | ||||
Key Metrics
| Total AUM | $9.41B |
| Discretionary | $4.43B |
| Employees | 36 |
| Client Accounts | 37 |
Contact & Location
Address
5 GREENWICH OFFICE PARK
GREENWICH CT 06831
Phone
(203) 742-2400
Filing History
54 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.4B
47.0% of AUM
Non-Discretionary
$5.0B
53.0% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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