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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:53 AM ET

Sponsor Check › Management entity

PE

Performance Equity Management, LLC

Management entity named on Form D filings · CT · May 19, 2010 → Jun 16, 2025

25deals (issuers)
$2.17Breported sold
308investors
40Form D filings
2010–2025years on file
Follow this entityLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Performance Equity Management, LLC is a management entity listed as an executive officer, director, and promoter on 40 SEC Form D filings by 25 issuers between May 2010 and Jun 2025. Largest by amount reported sold: Performance Venture Capital IV, L.P. (Greenwich, CT — pooled investment fund — 2018–2020; $317.5M reported sold to 32 investors), Performance Direct Investments V, L.P. (Greenwich, CT — pooled investment fund — 2023–2025; $229.6M reported sold to 81 investors), Performance EFFEM PE Fund, L.P. - Series 2018 (Greenwich, CT — pooled investment fund — 2018; $169.2M reported sold to 8 investors), Performance Direct Investments III, L.P. (Greenwich, CT — pooled investment fund — 2014–2015; $138M reported sold to 5 investors), Performance EFFEM PE Fund, L.P.: Series 2017 (Greenwich, CT — pooled investment fund — 2017; $134M reported sold to 7 investors) and 20 more (all listed below).

What this means That is a lot of deals — 25 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $2.17B sold in total.

Listed alongside Jeffrey Barman (39 shared filings), Jeffrey A. Reals (36 shared filings), John S. Clark (36 shared filings), Jon W. DeKlerk (36 shared filings), James S. Tybur (33 shared filings) and 34 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Performance. Each name links to their own page.

All 25 issuers belong to the sponsor group Performance (27 issuers, $2.17B reported sold, 2010–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Performance has 27 companies on file and $2.17B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 40 public filings for Performance Equity Management, LLC and found 9 differences, 4 worth asking the sponsor about: 29% of the money raised went to insiders; Paid seller listed without a CRD number: Verity Capital Management Limited; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Performance Equity Management, LLC has not run yet — it is joining a line of 28,583 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Performance Equity Management, LLC..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

9 differences found between the filings for Performance Equity Management, LLC — 4 worth asking about (compared 40 filings on Oct 24, 2026)

Worth asking · Sep 17, 2015

29% of the money raised went to insiders — Performance Direct Investments III, L.P.

The Sep 17, 2015 Form D/A reports $138,000,000 sold and $40,000,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Estimated Management Fee payable from capital contributions over ten (10) year expected life of Issuer based on targeted commitment amount of $400 million.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Sep 17, 2015 ↗Performance Direct Investments III, L.P. — PartnerFacts page ↗
Sources
Note · Mar 11, 2014 – Sep 17, 2015

Performance Equity Management, LLC appears on 2 deals that stopped filing before reaching their target

Performance Direct Investments III, L.P. (last filing Sep 17, 2015; $138,000,000 sold of $400,000,000); Performance Venture Capital III, L.P. (last filing Mar 11, 2014; $90,000,000 sold of $400,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Performance Direct Investments III, L.P. — PartnerFacts page ↗Performance Venture Capital III, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 12, 2023 – Jan 23, 2025

Paid seller listed without a CRD number: Verity Capital Management Limited — Performance Direct Investments V, L.P.

Verity Capital Management Limited is listed as receiving sales compensation on 4 filings (Jan 12, 2023 to Jan 23, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 23, 2025 ↗BrokerCheck search: Verity Capital Management Limited ↗Performance Direct Investments V, L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 26, 2019 – Apr 8, 2020

Paid seller listed without a CRD number: Verity Capital Management Limited — Performance Direct Investments IV, L.P.

Verity Capital Management Limited is listed as receiving sales compensation on 3 filings (Aug 26, 2019 to Apr 8, 2020) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Apr 8, 2020 ↗BrokerCheck search: Verity Capital Management Limited ↗Performance Direct Investments IV, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 7, 2017 – Jun 17, 2024

15 Form Ds were filed more than 15 days after the first sale

Form D filed 91 days after the first sale — Performance Direct Investments V, L.P. · Form D filed 210 days after the first sale — Performance GCP Co-Investment, L.P. · Form D filed 99 days after the first sale — Performance Equity Growth Opportunities Fund, L.P. · Form D filed 69 days after the first sale — Performance EFFEM PE Fund, L.P.: Series 2021 · Form D filed 374 days after the first sale — Performance VC Opportunities Fund I, L.P. · and 10 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Mar 16, 2023 ↗Performance Direct Investments V, L.P. — PartnerFacts page ↗Form D · Jun 2, 2022 ↗Performance GCP Co-Investment, L.P. — PartnerFacts page ↗
Sources
Note · May 10, 2010 – Jun 16, 2025

21 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Performance Venture Capital VI Feeder, L.P. (latest filing Jun 16, 2025) · No amendment in the last 12 months on an offering that may still be open — Performance Venture Capital VI, L.P. (latest filing Jun 16, 2025) · No amendment in the last 12 months on an offering that may still be open — Performance Direct Investments V, L.P. (latest filing Jan 23, 2025) · No amendment in the last 12 months on an offering that may still be open — Performance CrossCountry Co-Investment, L.P. (latest filing Dec 18, 2024) · No amendment in the last 12 months on an offering that may still be open — PVC Special Opportunities Fund I, L.P. (latest filing Nov 8, 2024) · and 16 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jun 16, 2025 ↗Performance Venture Capital VI Feeder, L.P. — PartnerFacts page ↗Form D/A · Jun 16, 2025 ↗Performance Venture Capital VI, L.P. — PartnerFacts page ↗
Sources
Note · Feb 7, 2022 – Feb 15, 2023

Offering amount changed between filings — Performance EFFEM PE Fund, L.P.: Series 2022

The Feb 7, 2022 filing says $69,639,279 offered; the Feb 15, 2023 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Feb 7, 2022 ↗Form D/A (later) · Feb 15, 2023 ↗Performance EFFEM PE Fund, L.P.: Series 2022 — PartnerFacts page ↗
Sources
Note · Dec 28, 2018 – Aug 26, 2019

Minimum investment changed between filings — Performance Direct Investments IV, L.P.

The Dec 28, 2018 filing lists a minimum of $5,000,000; the Aug 26, 2019 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Dec 28, 2018 ↗Form D/A (later) · Aug 26, 2019 ↗Performance Direct Investments IV, L.P. — PartnerFacts page ↗
Sources
Note · May 19, 2010 – Mar 11, 2014

Performance Equity Management, LLC is written 2 different ways on the filings

listed as "Performance Equity Management," on the May 19, 2010 filing, and "Performance Equity Management, LLC" on 39 filings (from Mar 11, 2014).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · May 19, 2010 ↗Form D · Mar 11, 2014 ↗Performance Equity Management, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

2 of 26 offerings report sales commissions totalling $515,000; 2 report finder's fees totalling $137,950; 1 reports proceeds to related persons totalling $40,000,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 16, 2025 D/A
Performance Venture Capital VI, L.P.
File 021-516179
$0$0$0
The Issuer will pay the Manger a Management Fee.
None listed on this filingEDGAR ↗
Jun 16, 2025 D/A
Performance Venture Capital VI Feeder, L.P.
File 021-516183
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2025 D/A
Performance Direct Investments V, L.P.
File 021-470580
$465,000$0$0
The Issuer will pay the General Partner an annual management fee, payable quarterly in advance, as outlined in the Issuer's offering material.
Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗
Verity Capital Management Limited no CRD number reported
Gallatin Capital LLC BrokerCheck CRD 124738 ↗
Bradley Woods & Co. Ltd. BrokerCheck CRD 13660 ↗
Forum Capital Securities LLC BrokerCheck CRD 113855 ↗		EDGAR ↗
Dec 18, 2024 D
Performance CrossCountry Co-Investment, L.P.
File 021-532533
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2024 D
PVC Special Opportunities Fund I, L.P.
File 021-529043
$0$0$0
The Issuer will pay the Manger a Management Fee.
None listed on this filingEDGAR ↗
Mar 16, 2023 D
Performance Direct Investments V, L.P.
File 021-476048
$50,000$0$0
The Issuer will pay the General Partner an annual management fee, payable quarterly in advance, as outlined in the Issuer's offering material.
Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗
Verity Capital Management Limited no CRD number reported
Gallatin Capital LLC BrokerCheck CRD 124738 ↗
Bradley Woods & Co. Ltd. BrokerCheck CRD 13660 ↗
Forum Capital Securities LLC BrokerCheck CRD 113855 ↗		EDGAR ↗
Feb 15, 2023 D/A
Performance EFFEM PE Fund, L.P.: Series 2022
File 021-432604
$0$0$0
The Issuer will pay Performance Equity Management, LLC an annual management fee.
None listed on this filingEDGAR ↗
Jun 2, 2022 D
Performance GCP Co-Investment, L.P.
File 021-447918
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2022 D/A
Performance Venture Capital V, L.P.
File 021-392916
$0$0$0Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Jun 23, 2021 D
Performance IOOF Co-Investment Fund, L.P.
File 021-403976
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2021 D
Performance Regent 2021 Core Fund, L.P.
File 021-403977
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2021 D
Performance Regent 2021 Overage Fund, L.P.
File 021-403978
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Performance EFFEM PE Fund, L.P.: Series 2021
File 021-391890
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Performance Equity Growth Opportunities Fund, L.P.
File 021-391891
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2021 D/A
Performance Regent Street Co-Investment, L.P.
File 021-360127
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2020 D/A
Performance Direct Investments IV, L.P.
File 021-329192
$0$135,000$0
The Issuer will pay the General Partner an annual management fee, payable quarterly in advance, as outlined in the Issuer's offering material.
Verity Capital Management Limited no CRD number reported
Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗
Gallatin Capital LLC BrokerCheck CRD 124738 ↗
Bradley Woods & Co. Ltd. BrokerCheck CRD 13660 ↗
Forum Capital Securities LLC BrokerCheck CRD 113855 ↗		EDGAR ↗
Feb 10, 2020 D/A
Performance Venture Capital IV, L.P.
File 021-313735
$0$2,950$0Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Feb 10, 2020 D
Performance VC Opportunities Fund I, L.P.
File 021-360128
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2019 D
Performance EFFEM PE Fund, L.P.: Series 2020
File 021-355270
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2019 D
Performance EFFEM PE Fund, L.P.: Series 2019
File 021-335603
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2018 D
Performance EFFEM PE Fund, L.P. - Series 2018
File 021-314349
$0$0$0None listed on this filingEDGAR ↗
Jul 24, 2017 D
Performance EFFEM PE Fund, L.P.: Series 2017
File 021-291380
$0$0$0None listed on this filingEDGAR ↗
Aug 22, 2016 D
Performance HS-W Co-investment, L.P.
File 021-269319
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2015 D/A
Performance Direct Investments III, L.P.
File 021-224990
$0$0$40,000,000 (est.)
Estimated Management Fee payable from capital contributions over ten (10) year expected life of Issuer based on targeted commitment amount of $400 million.
None listed on this filingEDGAR ↗
Mar 11, 2014 D
Performance Venture Capital III, L.P.
File 021-213347
$0$0$0None listed on this filingEDGAR ↗
May 19, 2010 D
Performance Opportunities Fund, L.P.
File 021-142276
$0$0$0
Performance Opportunities Fund GP, LLC and Performance Equity Management, LLC, and their affiliates, will receive customary management fees based on limited partners' investment in the Issuer.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this entity is listed on (latest filing per offering, per issuer).

Deals 25

Every issuer that named Performance Equity Management, LLC on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

PV
Pooled Investment Fund · group: Performance

Performance Venture Capital VI Feeder, L.P.

Greenwich, CT · Jun 17, 2024 → Jun 16, 2025 · 2 filings
  • Jun 16, 2025 · D/A · $31,850,000 sold of Indefinite · 3 investors · min. $500,000 · role: Promoter ("Manager of the General Partner (""Manager"")") EDGAR ↗
  • Jun 17, 2024 · D · $30,000,000 sold of Indefinite · 1 investors · min. $500,000 · role: Promoter ("Manager of the General Partner (""Manager"")") EDGAR ↗

Raised $31.9M from 3 investors as of the latest filing. Performance is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PV
Pooled Investment Fund · group: Performance

Performance Venture Capital VI, L.P.

Greenwich, CT · Jun 17, 2024 → Jun 16, 2025 · 2 filings
  • Jun 16, 2025 · D/A · $103,446,385 sold of Indefinite · 16 investors · min. $500,000 · role: Promoter ("Manager of the General Partner (""Manager"")") EDGAR ↗
  • Jun 17, 2024 · D · $67,979,798 sold of Indefinite · 7 investors · min. $500,000 · role: Promoter ("Manager of the General Partner (""Manager"")") EDGAR ↗

Raised $103.4M from 16 investors as of the latest filing. Performance is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PD
Pooled Investment Fund · group: Performance

Performance Direct Investments V, L.P.

Greenwich, CT · Jan 12, 2023 → Jan 23, 2025 · 4 filings
  • Jan 23, 2025 · D/A · $229,626,262 sold of Indefinite · 81 investors · min. No minimum reported · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Jan 30, 2024 · D/A · $152,858,585 sold of Indefinite · 65 investors · min. No minimum reported · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Mar 16, 2023 · D · $53,383,838 sold of Indefinite · 15 investors · min. No minimum reported · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Jan 12, 2023 · D · $53,383,838 sold of Indefinite · 15 investors · min. No minimum reported · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗

Raised $229.6M from 81 investors as of the latest filing. Performance is listed as promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PC
Pooled Investment Fund · group: Performance

Performance CrossCountry Co-Investment, L.P.

Greenwich, CT · Dec 18, 2024
  • Dec 18, 2024 · D · $4,990,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗

Raised $4.99M from 1 investor as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PS
Pooled Investment Fund · group: Performance

PVC Special Opportunities Fund I, L.P.

Greenwich, CT · Nov 8, 2024
  • Nov 8, 2024 · D · $75,349,454 sold of Indefinite · 4 investors · min. $5,000,000 · role: Promoter ("Manager of the General Partner (""Manager"")") EDGAR ↗

Raised $75.3M from 4 investors as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance EFFEM PE Fund, L.P.: Series 2022

Greenwich, CT · Feb 7, 2022 → Feb 15, 2023 · 2 filings
  • Feb 15, 2023 · D/A · $95,639,279 sold of Indefinite · 9 investors · min. No minimum reported · role: Promoter ("Manager of the General Partner (""PEM"")") EDGAR ↗
  • Feb 7, 2022 · D · $69,639,279 sold of $69,639,279 · 9 investors · min. No minimum reported · role: Promoter ("Manager of the General Partner (""PEM"")") EDGAR ↗

Raised $95.6M from 9 investors as of the latest filing. Performance is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PG
Pooled Investment Fund · group: Performance

Performance GCP Co-Investment, L.P.

Greenwich, CT · Jun 2, 2022
  • Jun 2, 2022 · D · $3,535,000 sold of $3,535,000 · 1 investors · min. $250,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗

Raised $3.54M from 1 investor (100% of the $3.54M target) as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PV
Pooled Investment Fund · group: Performance

Performance Venture Capital V, L.P.

Greenwich, CT · Mar 19, 2021 → Mar 18, 2022 · 2 filings
  • Mar 18, 2022 · D/A · $131,297,785 sold of Indefinite · 57 investors · min. $5,000,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗
  • Mar 19, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗

Raised $131.3M from 57 investors as of the latest filing. Performance is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PR
Pooled Investment Fund · group: Performance

Performance Regent 2021 Overage Fund, L.P.

Greenwich, CT · Jun 23, 2021
  • Jun 23, 2021 · D · $28,200,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗

Raised $28.2M from 1 investor as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PR
Pooled Investment Fund · group: Performance

Performance Regent 2021 Core Fund, L.P.

Greenwich, CT · Jun 23, 2021
  • Jun 23, 2021 · D · $56,400,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗

Raised $56.4M from 1 investor as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PI
Pooled Investment Fund · group: Performance

Performance IOOF Co-Investment Fund, L.P.

Greenwich, CT · Jun 23, 2021
  • Jun 23, 2021 · D · $20,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗

Raised $20M from 2 investors as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance Equity Growth Opportunities Fund, L.P.

Greenwich, CT · Mar 11, 2021
  • Mar 11, 2021 · D · $35,353,535 sold of $35,353,535 · 3 investors · min. $250,000 · role: Promoter ("Manager of the Issuer (""Manager"")") EDGAR ↗

Raised $35.4M from 3 investors (100% of the $35.4M target) as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance EFFEM PE Fund, L.P.: Series 2021

Greenwich, CT · Mar 11, 2021
  • Mar 11, 2021 · D · $90,180,361 sold of $90,180,361 · 9 investors · min. No minimum reported · role: Promoter ("Manager of the General Partner (""PEM"")") EDGAR ↗

Raised $90.2M from 9 investors (100% of the $90.2M target) as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PR
Pooled Investment Fund · group: Performance

Performance Regent Street Co-Investment, L.P.

Greenwich, CT · Feb 10, 2020 → Feb 10, 2021 · 2 filings
  • Feb 10, 2021 · D/A · $7,900,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Promoter ("Member of the General Partner of Issuer (the ""Member"")") EDGAR ↗
  • Feb 10, 2020 · D · $7,900,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Promoter ("Member of the General Partner of Issuer (the ""Member"")") EDGAR ↗

Raised $7.9M from 2 investors as of the latest filing. Performance is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PD
Pooled Investment Fund · group: Performance

Performance Direct Investments IV, L.P.

Greenwich, CT · Dec 28, 2018 → Apr 8, 2020 · 4 filings
  • Apr 8, 2020 · D/A · $122,525,253 sold of Indefinite · 47 investors · min. $250,000 · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Feb 10, 2020 · D/A · $104,343,434 sold of Indefinite · 35 investors · min. $250,000 · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Aug 26, 2019 · D/A · $84,646,465 sold of Indefinite · 31 investors · min. $250,000 · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Dec 28, 2018 · D · $61,150,000 sold of Indefinite · 22 investors · min. $5,000,000 · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗

Raised $122.5M from 47 investors as of the latest filing. Performance is listed as promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PV
Pooled Investment Fund · group: Performance

Performance Venture Capital IV, L.P.

Greenwich, CT · Jun 1, 2018 → Feb 10, 2020 · 4 filings
  • Feb 10, 2020 · D/A · $317,476,768 sold of Indefinite · 32 investors · min. $5,000,000 · role: Promoter ("Investment manager of the Issuer (""Manager"")") EDGAR ↗
  • Aug 14, 2019 · D/A · $229,800,000 sold of Indefinite · 32 investors · min. $5,000,000 · role: Promoter ("Investment manager of the Issuer (""Manager"")") EDGAR ↗
  • May 23, 2019 · D/A · $86,161,616 sold of Indefinite · 31 investors · min. $5,000,000 · role: Promoter ("Investment manager of the Issuer (""Manager"")") EDGAR ↗
  • Jun 1, 2018 · D · $55,350,000 sold of Indefinite · 23 investors · min. $5,000,000 · role: Promoter ("Investment manager of the Issuer (""Manager"")") EDGAR ↗

Raised $317.5M from 32 investors as of the latest filing. Performance is listed as promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PV
Pooled Investment Fund · group: Performance

Performance VC Opportunities Fund I, L.P.

Greenwich, CT · Feb 10, 2020
  • Feb 10, 2020 · D · $17,100,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Promoter ("Manager of the Issuer (the ""Manager"")") EDGAR ↗

Raised $17.1M from 5 investors as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance EFFEM PE Fund, L.P.: Series 2020

Greenwich, CT · Dec 11, 2019
  • Dec 11, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter ("Manager of the General Partner (""PEM"")") EDGAR ↗

No sales reported yet as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance EFFEM PE Fund, L.P.: Series 2019

Greenwich, CT · Mar 25, 2019
  • Mar 25, 2019 · D · $119,238,477 sold of Indefinite · 9 investors · min. No minimum reported · role: Promoter ("Manager of the General Partner (""PEM"")") EDGAR ↗

Raised $119.2M from 9 investors as of the latest filing. Performance is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance EFFEM PE Fund, L.P. - Series 2018

Greenwich, CT · Jun 11, 2018
  • Jun 11, 2018 · D · $169,200,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director ("Sole member of the General Partner (""Sole Member"")") EDGAR ↗

Raised $169.2M from 8 investors as of the latest filing. Performance is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PE
Pooled Investment Fund · group: Performance

Performance EFFEM PE Fund, L.P.: Series 2017

Greenwich, CT · Jul 24, 2017
  • Jul 24, 2017 · D · $134,000,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Director ("Sole member of the General Partner (""Sole Member"")") EDGAR ↗

Raised $134M from 7 investors as of the latest filing. Performance is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PH
Pooled Investment Fund · group: Performance

Performance HS-W Co-investment, L.P.

Greenwich, CT · Aug 22, 2016
  • Aug 22, 2016 · D · $20,000,000 sold of $20,000,000 · 1 investors · min. $20,000,000 · role: Executive Officer, Promoter (Manager of General Partner) EDGAR ↗

Raised $20M from 1 investor (100% of the $20M target) as of the latest filing. Performance is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PD
Pooled Investment Fund · group: Performance

Performance Direct Investments III, L.P.

Greenwich, CT · Sep 18, 2014 → Sep 17, 2015 · 2 filings
  • Sep 17, 2015 · D/A · $138,000,000 sold of $400,000,000 · 5 investors · min. No minimum reported · role: Executive Officer, Promoter (Manager of General Partner) EDGAR ↗
  • Sep 18, 2014 · D · $0 sold of $400,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Manager of General Partner) EDGAR ↗

Raised $138M from 5 investors (35% of the $400M target) as of the latest filing. Performance is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PV
Pooled Investment Fund · group: Performance

Performance Venture Capital III, L.P.

Greenwich, CT · Mar 11, 2014
  • Mar 11, 2014 · D · $90,000,000 sold of $400,000,000 · 2 investors · min. $5,000,000 · role: Director (Sole member of General Partner) EDGAR ↗

Raised $90M from 2 investors (23% of the $400M target) as of the latest filing. Performance is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PO
Pooled Investment Fund · group: Performance

Performance Opportunities Fund, L.P.

Greenwich, CT · May 19, 2010
  • May 19, 2010 · D · $125,000,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director (Manager of Issuer and Manager of General Partner of Issuer) EDGAR ↗

Raised $125M from 2 investors as of the latest filing. Performance is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Performance 39

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

PD
Management entity

Performance Direct Investments III GP, LLC

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

RS
Management entity

Regent Street Co-Investment GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PV
Management entity

Performance Venture Capital V GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PR
Management entity

Performance Regent 2021 GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PO
Management entity

Performance Opportunities Fund GP,

Director · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PH
Management entity

Performance HS-W Co-investment GP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PE
Management entity

Performance EFFEM PE Fund GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PG
Management entity

Performance GCP Co-Investment GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

PS
Management entity

PVC SPECIAL OPPORTUNITIES I GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

JB
No photo found yet (own website and image search run after this page is viewed)
Person

Jeffrey Barman

Director, Executive Officer · 39 shared filings (24 issuers) · also on 1 other issuer

Jeffrey Barman is on 25 issuers in total — a repeat sponsor. Their page lists every one.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

John S. Clark

Director, Executive Officer · 36 shared filings (24 issuers) · also on 2 other issuers

John S. Clark is on 26 issuers in total — a repeat sponsor. Their page lists every one.

JD
No photo found yet (own website and image search run after this page is viewed)
Person

Jon W. DeKlerk

Executive Officer, Director · 36 shared filings (24 issuers)

Jon W. DeKlerk is on 24 issuers in total — a repeat sponsor. Their page lists every one.

JR
No photo found yet (own website and image search run after this page is viewed)
Person

Jeffrey A. Reals

Director, Executive Officer · 36 shared filings (24 issuers) · also on 1 other issuer

Jeffrey A. Reals is on 25 issuers in total — a repeat sponsor. Their page lists every one.

JT
No photo found yet (own website and image search run after this page is viewed)
Person

James S. Tybur

Director, Executive Officer · 33 shared filings (22 issuers) · also on 1 other issuer

James S. Tybur is on 23 issuers in total — a repeat sponsor. Their page lists every one.

CM
No photo found yet (own website and image search run after this page is viewed)
Person

Christopher Millin

Director, Executive Officer · 30 shared filings (21 issuers) · also on 1 other issuer

Christopher Millin is on 22 issuers in total — a repeat sponsor. Their page lists every one.

FB
No photo found yet (own website and image search run after this page is viewed)
Person

Frank Brenninkmeyer

Director, Executive Officer · 29 shared filings (21 issuers)

Frank Brenninkmeyer is on 21 issuers in total — a repeat sponsor. Their page lists every one.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Marcia Haydel

Director, Executive Officer · 29 shared filings (21 issuers) · also on 1 other issuer

Marcia Haydel is on 22 issuers in total — a repeat sponsor. Their page lists every one.

SR
No photo found yet (own website and image search run after this page is viewed)
Person

S. Lawrence Rusoff

Director, Executive Officer · 29 shared filings (18 issuers) · also on 1 other issuer

S. Lawrence Rusoff is on 19 issuers in total — a repeat sponsor. Their page lists every one.

PS
No photo found yet (own website and image search run after this page is viewed)
Person

Paul Schmitt

Director, Executive Officer · 19 shared filings (15 issuers)

Paul Schmitt is on 15 issuers in total — a repeat sponsor. Their page lists every one.

SK
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Koeber

Executive Officer · 9 shared filings (7 issuers)

Scott Koeber is on 7 issuers in total — a repeat sponsor. Their page lists every one.

CF
No photo found yet (own website and image search run after this page is viewed)
Person

Charles G. Froland

Executive Officer, Director · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

SR
No photo found yet (own website and image search run after this page is viewed)
Person

S. Lawrence Russoff

Director · 4 shared filings (4 issuers)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

GC
No photo found yet (own website and image search run after this page is viewed)
Person

General Motors Investment Management Corporation

Director · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

KB
No photo found yet (own website and image search run after this page is viewed)
Person

Keith Brocker

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Hoopes

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Performance Equity Management, LLC. Their page shows their other deals.

The team behind the deals

P
Sponsor group

Performance

27 issuers · 42 filings · $2.17B reported sold · 2010–2025

One team, 27 deal companies. Performance Equity Management, LLC is listed on 25 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Performance Equity Management, LLC.

Registrations and other filings

Adviser registration (Form ADV)

SAGARD PRIVATE EQUITY SOLUTIONS (legal name: PERFORMANCE EQUITY MANAGEMENT, LLC) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Mar 1, 2001 · SEC file 801-60051 · Main office: GREENWICH, CT · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $9,413,606,304 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 37 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.sagard.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser legal name, same state (CT) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Performance Equity Management, LLC is matched through the issuers it is listed on; property records are tied to issuers, not to management companies, on this site. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 25 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Performance Equity Management, LLC is listed on: none on file. No website or social profile named in Performance EFFEM PE Fund, L.P. - Series 2018's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #252,539 of 374,652 in line (1,357 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Greenwich, CT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Connecticut Judicial Branch case look-up ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Connecticut Secretary of State business search ↗OpenCorporates ↗

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