The PERFORMANCE EQUITY MANAGEMENT is a privately held investment adviser that advises $9.86Bn in regulatory assets under management held in 3 SEC fund types across 1 investment strategies. PERFORMANCE EQUITY MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 1.79% over the last 5-years.
The Group has been registered with the SEC for 25.43 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5 GREENWICH OFFICE PARK THIRD FLOOR, GREENWICH, CONNECTICUT. The Group has been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 36 employees comprised of 10 investment and 26 non-investment staff. The total number of Employees increased by 12.5% over the last 5-years.
Their $9.86Bn in assets advised are owned by 31 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $5.01Bn or 50.77% of Total Assets and Corporations or Other Businesses own $4.68Bn or 47.43% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 11 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
PERFORMANCE EQUITY MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.