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Performance Equity Management, LLC

● SEC registered since 2001CRD 110207SEC# 801-60051Greenwich, CT
Export (members)
Ranks #674 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$9.43B
Fund GAV
$4.61B
Private funds
25
Employees
35
Accounts
34
Location
Greenwich, CT

Performance Equity Management, LLC assets under management

Performance Equity Management, LLC is a registered investment adviser overseen by the SEC based in Greenwich, CT. The firm has been registered since 2001. It reports $9.4 billion in regulatory assets under management and employs 35 people. Performance Equity Management, LLC manages 25 private funds with combined gross assets of $4.6 billion, including Performance Venture Capital II, L.P. By regulatory assets, it ranks 674 of 5,911 private fund managers.

Performance Equity Management, LLC private funds

25 funds · $4.61B GAV
FundTypeGross assetsMin.
Performance Venture Capital II, L.P.Private Equity$453.4M$10M
Performance Direct Investments IV, L.P.Private Equity$408.8M$5M
Effem Master Fund II Parallel, L.P.Private Equity$327.3M
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Performance Equity Management, LLC owners & executives

24 reported
NameTitleOwnershipSince
Chris Bennett Millin ControlChief Financial OfficerUnder 5%2020
James Stanley Tybur ControlManaging DirectorUnder 5%2015
Jeffrey Allen Reals ControlManaging DirectorUnder 5%2005
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Frequently asked questions

How much does Performance Equity Management, LLC manage?

Performance Equity Management, LLC reports $9.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Performance Equity Management, LLC manage?

Performance Equity Management, LLC manages 25 private funds with combined gross assets of $4.6 billion.

How many employees does Performance Equity Management, LLC have?

Performance Equity Management, LLC reports 35 employees.

Where is Performance Equity Management, LLC located?

Performance Equity Management, LLC is based in Greenwich, CT and has been SEC-registered since 2001.

Does Performance Equity Management, LLC disclose fund performance?

Performance Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Greenwich Office Park, Third Floor, Greenwich, CT 06831
Phone(203) 742-2400
Fax(203) 742-2343
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1666410
Discloses disciplinary historyNo

Assets under management

Discretionary$4.65B
Non-discretionary$4.77B
Total (RAUM)$9.43B

Service providers