PERFORMANCE EQUITY MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	110207	110207	—	1.0
cik	0001666410	1666410	—	—
sec_file_number	801-60051	801-60051	—	—

Profile

WebsiteHTTPS://WWW.PEQM.COM

HQ CityGREENWICH

HQ StateCT

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)9,428,359,147.0
RAUM (discretionary)4,653,798,961.0
Actionable assets9,328,585,153.0
Accounts34.0

Institutional Clients

Government AUM199,564,963.0
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CLARK, JOHN, SPENCER	ELECTED MANAGER	OFFICER	—	{"filing_id": "2018881", "owner_id": "4986729", "source": "adv_part1", "table": "Schedule_A_B"}
DESMARAIS, ANDRE, ROGER	TRUSTEE	OFFICER	—	{"filing_id": "2018881", "owner_id": "6265184", "source": "adv_part1", "table": "Schedule_A_B"}
DESMARAIS, PAUL, GUY	TRUSTEE	OFFICER	—	{"filing_id": "2018881", "owner_id": "1498208", "source": "adv_part1", "table": "Schedule_A_B"}
DOER, GARY, ALBERT	TRUSTEE	OFFICER	—	{"filing_id": "2018881", "owner_id": "7761222", "source": "adv_part1", "table": "Schedule_A_B"}
FLEMING, GREGORY, JAMES	TRUSTEE	OFFICER	—	{"filing_id": "2018881", "owner_id": "2338986", "source": "adv_part1", "table": "Schedule_A_B"}
HOOPES, MARK, ALEXANDER	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018881", "owner_id": "2482339", "source": "adv_part1", "table": "Schedule_A_B"}
MILLIN, CHRIS, BENNETT	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2018881", "owner_id": "3046116", "source": "adv_part1", "table": "Schedule_A_B"}
PANSOLO HOLDING INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PERFORMANCE EQUITY ASSOCIATES, LLC	PERFORMANCE EQUITY MANAGEMENT, LLC IS MANAGED BY PERFORMANCE EQUITY ASSOCIATES, LLC	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
POWER CORPORATION OF CANADA	SHAREHOLDER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
REALS, JEFFREY, ALLEN	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2018881", "owner_id": "4986741", "source": "adv_part1", "table": "Schedule_A_B"}
RUSOFF, S, LAWRENCE	ELECTED MANAGER	OFFICER	—	{"filing_id": "2018881", "owner_id": "2004905", "source": "adv_part1", "table": "Schedule_A_B"}
SAGARD CAPITAL PARTNERS MANAGEMENT CORP.	MEMBER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SAGARD HOLDINGS INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SAGARD HOLDINGS MANAGEMENT INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SAGARD HOLDINGS PARTICIPATION INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SCHMITT, PAUL, MICHAEL	CHIEF DATA OFFICER	OFFICER	—	{"filing_id": "2018881", "owner_id": "2432203", "source": "adv_part1", "table": "Schedule_A_B"}
THE DESMARAIS FAMILY RESIDUARY TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2018881", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Tybur, James, Stanley	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2018881", "owner_id": "6690808", "source": "adv_part1", "table": "Schedule_A_B"}
DESMARAIS, SOPHIE, CAROLINE	TRUSTEE, NON-VOTING	EMPLOYEE	—	{"filing_id": "2018881", "owner_id": "6922224", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:33 • csv
```
{
  "date_submitted": "09/30/2025 01:20:53 PM",
  "filing_id": "2018881",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1