Form D · Other Investment Fund

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

Greenwich, CT · CIK 0001909458

Offering snapshot reported Feb 15, 2023 · SEC filing

Reported sold
$95.6M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$47.8M$95.6MFeb 7, 2022: $69,639,279.00Feb 7, 2022Feb 15, 2023: $95,639,279.00Feb 15, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$69,639,279 → $95,639,279

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 15, 2023Amendment$95,639,279$26,000,000vs Feb 7, 20229SEC filing
Feb 7, 2022Initial$69,639,279No 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
021-432604

Source: Form D, filed Feb 15, 2023. 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 2022

Investment adviser: PERFORMANCE EQUITY MANAGEMENT, LLC

Gross asset value
$111M
Beneficial owners
7
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 805-9395623673

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 Executive
Frank Brenninkmeyer Director
Keith Brocker Executive
John S. Clark Executive
Jon W. De Klerk Executive
Marcia Haydel Director
Christopher Millin Executive
N/A Performance Effem Pe Fund Gp, Llc: Series 2022 Promoter
N/A Performance Equity Management, Llc Promoter
Jeffrey A. Reals Director
S. Lawrence Rusoff Director
Paul Schmitt Executive
James S. 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