Form D · Other Investment Fund

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

Greenwich, CT · CIK 0001768817

Offering snapshot reported Mar 25, 2019 · SEC filing

Reported sold
$119M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 11, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 25, 2019Initial$119,238,477No comparison9SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-335603

Source: Form D, filed Mar 25, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PERFORMANCE EFFEM PE FUND, L.P.: SERIES 2019

Investment adviser: PERFORMANCE EQUITY MANAGEMENT, LLC

Gross asset value
$177M
Beneficial owners
9
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 NEW YORK, New York, 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
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

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

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

Filing source

Form ADV 2069570 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2615963518

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Jeffrey Barman Director
Frank Brenninkmeyer Director
John S. Clark Director
Jon De Klerk Director
Marcia Haydel Director
Scott Koeber Executive
Christopher Millin Director
N/A Performance Effem Pe Fund Gp, Llc: Series 2019 Promoter
N/A Performance Equity Management, Llc Promoter
Jeffrey A. Reals Director
S. Lawrence Russoff Director
Paul Schmitt Director
James Tybur Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Performance Equity Management, Llc 5 Greenwich Office Park, Third Floor
Greenwich, CT, 06831