RIA Intel›Advisers›Connecticut›PERFORMANCE EQUITY MANAGEMENT, LLC

PERFORMANCE EQUITY MANAGEMENT, LLC

Advisory

N·GREENWICH, CT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$9.4B
1-Year AUM Growth
-1.1%
3-Year CAGR
-10.0%
Employees
10
Assets Under Management
Total AUM$9.4B
Discretionary AUM$4.4B
Non-Discretionary AUM$5.0B
Discretionary %47%
Total Clients34
Team
Total Employees10
Investment Advisers36
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingFeb 21, 2001
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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