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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 37 | 30 | decreased by7 |
| Apr 1, 2026 | Employees | 35 | 36 | increased by1 |
| Apr 1, 2026 | Clients | 34 | 37 | increased by3 |
| Apr 1, 2026 | AUM | $9,428,359,147 | $9,413,606,304 | decreased by$14,752,843 |
| Apr 1, 2026 | Accounts | 34 | 37 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 35 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,930,733,120 | $9,428,359,147 | decreased by$3,502,373,973 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 32 | 34 | increased by2 |
| Apr 1, 2022 | Employees | 32 | 34 | increased by2 |
| Apr 1, 2022 | Clients | 26 | 32 | increased by6 |
| Apr 1, 2022 | AUM | $10,073,676,286 | $12,930,733,120 | increased by$2,857,056,834 |
| Apr 1, 2022 | Accounts | 26 | 32 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGARD PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGARD PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.