PERFORMANCE EQUITY MANAGEMENT, LLC
CRD #110207 SEC #801-60051 GREENWICH, CT (203) 742-2400
SEC Registered Private Funds
Total AUM
$9.4B
Discretionary
$4.7B
Employees
35
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $9.4B | $4.7B | $4.8B | 35 | 0 |
| Sep 2025 | $9.4B | $4.7B | $4.8B | 35 | 0 |
| Mar 2025 | $9.4B | $4.7B | $4.8B | 35 | 0 |
| Oct 2024 | $9.5B | $4.6B | $4.9B | 34 | 0 |
| Mar 2024 | $9.5B | $4.6B | $4.9B | 34 | 0 |
| Feb 2024 | $11.1B | $5B | $6.1B | 34 | 0 |
| Aug 2023 | $11.1B | $5B | $6.1B | 34 | 0 |
| Jun 2023 | $11.1B | $5B | $6.1B | 34 | 0 |
| Mar 2023 | $11.1B | $5B | $6.1B | 34 | 0 |
| Jun 2022 | $12.9B | $6.4B | $6.5B | 34 | 0 |
| Mar 2022 | $12.9B | $6.4B | $6.5B | 34 | 0 |
| May 2021 | $10.1B | $4.8B | $5.2B | 32 | 0 |
| Mar 2021 | $10.1B | $4.8B | $5.2B | 32 | 0 |
| Jul 2020 | $10B | $4.6B | $5.4B | 33 | 0 |
| May 2020 | $10.3B | $4.7B | $5.5B | 33 | 0 |
| Mar 2020 | $10.3B | $4.7B | $5.5B | 33 | 0 |
| Feb 2020 | $10.7B | $4.8B | $5.9B | 33 | 0 |
| Jun 2019 | $10.7B | $4.8B | $5.9B | 30 | 0 |
| Mar 2019 | $10.7B | $4.8B | $5.9B | 30 | 0 |
| Mar 2018 | $10.8B | $4.6B | $6.2B | 31 | 0 |
| Apr 2017 | $11.4B | $4.5B | $6.9B | 33 | 11 |
| Jan 2017 | $11.4B | $4.5B | $6.9B | 33 | 11 |
| Jul 2016 | $12.7B | $4.9B | $7.8B | 33 | 11 |
| Mar 2016 | $12.7B | $4.9B | $7.8B | 33 | 11 |
| Nov 2015 | $14.3B | $5B | $9.2B | 34 | 11 |
| Oct 2015 | $14.3B | $5B | $9.2B | 34 | 11 |
| Mar 2015 | $14.3B | $5B | $9.2B | 34 | 11 |
| Mar 2014 | $14.6B | $4.6B | $9.9B | 32 | 11 |
| Mar 2013 | $13.7B | $4.7B | $9.1B | 32 | 11 |
| Jul 2012 | $16.7B | $4.1B | $12.6B | 11 | 1 |
| Mar 2012 | $16.7B | $4.1B | $12.6B | 11 | 1 |
| Mar 2011 | $10.4B | $1.5B | $8.9B | -- | -- |
| Nov 2010 | $10.2B | $1.4B | $8.8B | -- | -- |
| Mar 2010 | $8.9B | $1.1B | $7.8B | -- | -- |
| Mar 2009 | $9.6B | $1.1B | $8.5B | -- | -- |
| Apr 2007 | $8B | $697.4M | $7.3B | -- | -- |
| Mar 2007 | $8B | $697.4M | $7.3B | -- | -- |
| Feb 2006 | $361.5M | $361.5M | $0 | -- | -- |
| Mar 2004 | $208.8M | $208.8M | $0 | -- | -- |
| Mar 2002 | $53.1M | $53.1M | $0 | -- | -- |
DateNov 2025
Total AUM$9.4B
Discretionary$4.7B
Non-Disc.$4.8B
Employees35
Clients0
DateSep 2025
Total AUM$9.4B
Discretionary$4.7B
Non-Disc.$4.8B
Employees35
Clients0
DateMar 2025
Total AUM$9.4B
Discretionary$4.7B
Non-Disc.$4.8B
Employees35
Clients0
DateOct 2024
Total AUM$9.5B
Discretionary$4.6B
Non-Disc.$4.9B
Employees34
Clients0
DateMar 2024
Total AUM$9.5B
Discretionary$4.6B
Non-Disc.$4.9B
Employees34
Clients0
DateFeb 2024
Total AUM$11.1B
Discretionary$5B
Non-Disc.$6.1B
Employees34
Clients0
DateAug 2023
Total AUM$11.1B
Discretionary$5B
Non-Disc.$6.1B
Employees34
Clients0
DateJun 2023
Total AUM$11.1B
Discretionary$5B
Non-Disc.$6.1B
Employees34
Clients0
DateMar 2023
Total AUM$11.1B
Discretionary$5B
Non-Disc.$6.1B
Employees34
Clients0
DateJun 2022
Total AUM$12.9B
Discretionary$6.4B
Non-Disc.$6.5B
Employees34
Clients0
DateMar 2022
Total AUM$12.9B
Discretionary$6.4B
Non-Disc.$6.5B
Employees34
Clients0
DateMay 2021
Total AUM$10.1B
Discretionary$4.8B
Non-Disc.$5.2B
Employees32
Clients0
DateMar 2021
Total AUM$10.1B
Discretionary$4.8B
Non-Disc.$5.2B
Employees32
Clients0
DateJul 2020
Total AUM$10B
Discretionary$4.6B
Non-Disc.$5.4B
Employees33
Clients0
DateMay 2020
Total AUM$10.3B
Discretionary$4.7B
Non-Disc.$5.5B
Employees33
Clients0
DateMar 2020
Total AUM$10.3B
Discretionary$4.7B
Non-Disc.$5.5B
Employees33
Clients0
DateFeb 2020
Total AUM$10.7B
Discretionary$4.8B
Non-Disc.$5.9B
Employees33
Clients0
DateJun 2019
Total AUM$10.7B
Discretionary$4.8B
Non-Disc.$5.9B
Employees30
Clients0
DateMar 2019
Total AUM$10.7B
Discretionary$4.8B
Non-Disc.$5.9B
Employees30
Clients0
DateMar 2018
Total AUM$10.8B
Discretionary$4.6B
Non-Disc.$6.2B
Employees31
Clients0
DateApr 2017
Total AUM$11.4B
Discretionary$4.5B
Non-Disc.$6.9B
Employees33
Clients11
DateJan 2017
Total AUM$11.4B
Discretionary$4.5B
Non-Disc.$6.9B
Employees33
Clients11
DateJul 2016
Total AUM$12.7B
Discretionary$4.9B
Non-Disc.$7.8B
Employees33
Clients11
DateMar 2016
Total AUM$12.7B
Discretionary$4.9B
Non-Disc.$7.8B
Employees33
Clients11
DateNov 2015
Total AUM$14.3B
Discretionary$5B
Non-Disc.$9.2B
Employees34
Clients11
DateOct 2015
Total AUM$14.3B
Discretionary$5B
Non-Disc.$9.2B
Employees34
Clients11
DateMar 2015
Total AUM$14.3B
Discretionary$5B
Non-Disc.$9.2B
Employees34
Clients11
DateMar 2014
Total AUM$14.6B
Discretionary$4.6B
Non-Disc.$9.9B
Employees32
Clients11
DateMar 2013
Total AUM$13.7B
Discretionary$4.7B
Non-Disc.$9.1B
Employees32
Clients11
DateJul 2012
Total AUM$16.7B
Discretionary$4.1B
Non-Disc.$12.6B
Employees11
Clients1
DateMar 2012
Total AUM$16.7B
Discretionary$4.1B
Non-Disc.$12.6B
Employees11
Clients1
DateMar 2011
Total AUM$10.4B
Discretionary$1.5B
Non-Disc.$8.9B
Employees--
Clients--
DateNov 2010
Total AUM$10.2B
Discretionary$1.4B
Non-Disc.$8.8B
Employees--
Clients--
DateMar 2010
Total AUM$8.9B
Discretionary$1.1B
Non-Disc.$7.8B
Employees--
Clients--
DateMar 2009
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateApr 2007
Total AUM$8B
Discretionary$697.4M
Non-Disc.$7.3B
Employees--
Clients--
DateMar 2007
Total AUM$8B
Discretionary$697.4M
Non-Disc.$7.3B
Employees--
Clients--
DateFeb 2006
Total AUM$361.5M
Discretionary$361.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$208.8M
Discretionary$208.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$53.1M
Discretionary$53.1M
Non-Disc.$0
Employees--
Clients--