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SAGARD PRIVATE EQUITY SOLUTIONS
Legal name: PERFORMANCE EQUITY MANAGEMENT, LLC
CRD 110207File 801-60051
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.41B
Top 10% of cohort (national)
Discretionary AUM
$4.43B
Non-discretionary $4.99B
Clients
30
37 accounts
Employees
36
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 1, 2001
- Principal office
- 5 GREENWICH OFFICE PARK, THIRD FLOOR, GREENWICH, CT, 06831
- Phone
- (203) 742-2400
- Website
- https://www.sagard.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.41B
- Discretionary AUM
- $4.43B
- Non-discretionary AUM
- $4.99B
- Discretionary accounts
- 28
- Non-discretionary accounts
- 9
- Total accounts
- 37
- AUM per client
- $313.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.68B |
| Pooled investment vehicles | 27 | $4.39B |
| State or municipal government entities | Fewer than 5 | $178.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 37 | 30 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.