Investment adviser · CRD 110207

SAGARD PRIVATE EQUITY SOLUTIONS

Investment adviser filing (IA)

PERFORMANCE EQUITY MANAGEMENT, LLC

GREENWICH, CT, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $9.41B
Client accounts: 37
Employees: 36
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	Fewer than 5	$4,678,416,298	49.7%
Pooled investment vehicles	27	$4,388,055,290	46.6%
Government entities	Fewer than 5	$178,223,339	1.9%
Other clients	7	$168,911,377	1.8%

Filing source

Form ADV 2069570 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

32 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PERFORMANCE VENTURE CAPITAL REINVESTMENT FUND, L.P.Venture Capital Fund · Last reported Mar 31, 2026$675MGross asset value

Form D fundraising filings

Performance Venture Capital Reinvestment Fund, L.P.

Fund administrator SS&C TECHNOLOGIES INC. WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANSISCO, California, United States Related to adviser: No

Custodian SILICON VALLEY BANK: A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

EISNERAMPER LLP
PCAOB 274

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEI 8NAV47T0Y26Q87Y0QP8

SILICON VALLEY BANK: A DIVISION OF FIRST CITIZENS BANK
LEI 0K2D5AK28E3O5CC06E35

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source

Fund ID: 805-9003090619
Reported beneficial owners: 22
Minimum commitment: $0
Form D file number: 021-540257

Form ADV 2069570 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PERFORMANCE DIRECT INVESTMENTS V, L.P.Private Equity Fund · Last reported Mar 31, 2026$500MGross asset value

Form D fundraising filings

Performance Direct Investments V, L.P.

Fund administrator SS&C TECHNOLOGIES INC. WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANSISCO, California, United States Related to adviser: No

Custodian SILICON VALLEY BANK: A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No

Marketer FORUM CAPITAL SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer GALLATIN CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer ITTAI DISSENTSHIK TEL-AVIV, Israel Related to adviser: No

Marketer KBFG SECURITIES AMERICA INC. NEW YORK, New York, United States Related to adviser: No

Marketer LANCEA LLC LONDON, United Kingdom Related to adviser: No

Marketer RAINMAKER SECURITIES, LLC MIAMI, Florida, United States Related to adviser: No

Marketer VERITY CAPITAL MANAGEMENT ALDGATE, Australia Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

EISNERAMPER LLP
PCAOB 274

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEI 8NAV47T0Y26Q87Y0QP8

SILICON VALLEY BANK: A DIVISION OF FIRST CITIZENS BANK
LEI 0K2D5AK28E3O5CC06E35

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

FORUM CAPITAL SECURITIES LLC
CRD 113855 · SEC 8-53364

GALLATIN CAPITAL LLC
CRD 124738 · SEC 8-65718

KBFG SECURITIES AMERICA INC.
CRD 39356 · SEC 8-48651

RAINMAKER SECURITIES, LLC
CRD 132995 · SEC 8-66667

Fund details & source

Fund ID: 805-7119052153
Reported beneficial owners: 68
Minimum commitment: $5M
Form D file number: 021-470580

Form ADV 2069570 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PERFORMANCE DIRECT INVESTMENTS IV, L.P.Private Equity Fund · Last reported Mar 31, 2026$432MGross asset value

Form D fundraising filings

Performance Direct Investments IV, L.P.