# Sagard Private Equity Solutions

> Sagard Private Equity Solutions is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 110207
- Filed as: SAGARD PRIVATE EQUITY SOLUTIONS
- Legal name: Performance Equity Management, LLC
- Also doing business as: SAGARD PRIVATE EQUITY SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110207
- AdvisorCensus page: https://advisorcensus.com/firm/sagard-private-equity-solutions-greenwich-ct-110207

## Quick answers

**How is Sagard Private Equity Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Sagard Private Equity Solutions reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sagard Private Equity Solutions located?**
Sagard Private Equity Solutions' principal office is in Greenwich, CT, according to its Form ADV.

**Is Sagard Private Equity Solutions registered with the SEC or a state?**
Sagard Private Equity Solutions is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 110207.

**How much does Sagard Private Equity Solutions manage?**
Sagard Private Equity Solutions reports $9,413,606,304 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (47% discretionary).

**How have Sagard Private Equity Solutions' assets and staff changed since 2021?**
In the Form ADV data for Sagard Private Equity Solutions: Regulatory assets under management: $10,073,676,286 in the October 2021 data and $9,413,606,304 in the October 2026 data, down 7%. Total employees: 32 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sagard Private Equity Solutions serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); other (7); corporations or other businesses not listed above (2).

**Which custodians does Sagard Private Equity Solutions use?**
Sagard Private Equity Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company, Institutional Investor Serv as a custodian holding 10% or more of its separately managed account assets.

**Does Sagard Private Equity Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110207

**What changed in Sagard Private Equity Solutions' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company, Institutional Investor Serv

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $9,413,606,304
- Discretionary: $4,425,548,748
- Non-discretionary: $4,988,057,556

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $4,388,055,290 |
| State or municipal government entities (including government pension plans) | 1 | $178,223,339 |
| Corporations or other businesses not listed above | 2 | $4,678,416,298 |
| Other | 7 | $168,911,377 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2001 (25 years)
- Employees: 36 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sagard.com
- LinkedIn @performance-equity-management-llc
- LinkedIn @sagardholdings

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,073,676,286 | 32 | May 18, 2021 |
| October 2022 | $12,930,733,120 | 34 | June 3, 2022 |
| October 2023 | $11,092,678,291 | 34 | August 31, 2023 |
| October 2024 | $9,531,067,693 | 34 | March 28, 2024 |
| October 2025 | $9,428,359,147 | 35 | March 28, 2025 |
| October 2026 | $9,413,606,304 | 36 | March 31, 2026 |

Regulatory assets under management: $10,073,676,286 in the October 2021 data and $9,413,606,304 in the October 2026 data, down 7%.
Total employees: 32 in October 2021 and 36 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 10.

### December 2025
- Added the business name Sagard Private Equity Solutions.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagard Private Equity Solutions (CRD 110207): Form ADV filing data as of October 2026.