Performance Equity Management
Performance Equity Management, now rebranded as Sagard Private Equity Solutions, is a global private equity solutions platform managing over $23B in assets across primaries, secondaries, co-investments, venture, evergreen, and climate impact strategies, serving 310+ institutional and private wealth investors worldwide.
- Company typePrivate
- Founded2005
- HeadquartersGreenwich, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Performance Equity Management does
Performance Equity Management (PEM), founded in 2005 and headquartered in Greenwich, Connecticut, is a private equity firm that invests across venture capital funds and companies and has historically functioned as a fund-of-funds and solutions manager. As of November 2025, PEM was rebranded as Sagard Private Equity Solutions (SPES) following Sagard's 2024 acquisition of a strategic stake and the subsequent 2025 combinations with BEX Capital and Unigestion's private equity platforms, creating a global middle-market private equity solutions platform managing over $23B in combined private equity assets and over $50B in total cumulative commitments.
The platform offers an integrated suite of investment strategies spanning primaries (over $32B committed to 450+ funds and 300+ GPs), secondaries (over $10B committed to 400+ transactions, including LP-led and GP-led "fusion" structures), co-investments with leading sponsors, venture capital ($9B committed), evergreen vehicles, and a climate impact strategy compliant with SFDR Article 9. It is underpinned by a proprietary technology stack supporting institutional-grade due diligence, data-driven analytics, portfolio construction, and risk management, and it operates through a 14-city field-sales footprint spanning North America, Europe, the Middle East, and Asia.
Commercially, the firm serves 310+ institutional investors globally alongside private wealth investors through customized, multi-year mandates and vehicles such as the Sagard Private Equity Strategies Fund (SPESF), with revenue generated through management fees and carried interest on the underlying strategies. Since rebranding, it operates as a core platform within Sagard's broader alternatives franchise (which itself is ultimately owned by Power Corporation of Canada), with BEX Capital retained as a sub-brand for secondaries activity.
Performance Equity Management firmographics
Firmographics- Name
- Performance Equity Management
- Legal name
- Performance Equity Management
- Website
- https://peqm.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Performance Equity Management, now rebranded as Sagard Private Equity Solutions, is a global private equity solutions platform managing over $23B in assets across primaries, secondaries, co-investments, venture, evergreen, and climate impact strategies, serving 310+ institutional and private wealth investors worldwide.
- Ownership category
- akta.pro rank
Performance Equity Management industry classification
Industry- Product category
- Private Equity Fund Management
- NAICS
- Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525), Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Private Equity Fundraising Placement (FSAEALAB)
- akta.pro secondary industry
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
Keywords
Where Performance Equity Management is headquartered
LocationHeadquarters
- HQ city
- Greenwich
- HQ country
- United States
- HQ region
- North America
Offices14 records
Markets served
Performance Equity Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Private Equity Fund Management: Management fees and carried interest from managing over $23 billion in combined private equity assets across primaries, secondaries, co-investments, and venture capital strategies for institutional and private wealth investors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Institutional and Private Wealth Programs |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Performance Equity Management product offering
Product offeringCore offering
Performance Equity Management is a private equity firm that invests in venture capital funds and companies through a global platform of customized private equity solutions. Its core services span primaries, secondaries, co-investments, venture capital, and an evergreen fund structure, delivering institutional-quality due diligence and portfolio construction to institutional and private wealth investors. Following integration into Sagard, the platform now manages over US$23 billion in combined private equity assets across more than 450 funds and 300+ GPs.
Product overview
Performance Equity Management, now rebranded as Sagard Private Equity Solutions (SPES), operates as a unified private equity platform offering a comprehensive suite of investment strategies. The platform integrates multiple sub-strategies including Evergreen, Primaries, Secondaries, Co-Investments, Venture Capital, and a Climate Impact Strategy, all managed under a single solutions umbrella. It manages over US$23 billion in combined private equity assets (as of September 30, 2025) and delivers customized investment programs for institutional and private wealth investors across North America, Europe, and Asia. The platform also includes BEX Capital and the Sagard Private Equity Strategies Fund (SPESF) as key components.
Differentiator
Problem solved
Functional benefit
Brands
- BEX Capital: Part of Sagard Private Equity Solutions, a sub-brand operating within the platform
- Sagard Private Equity Strategies Fund
Products and services
- Sagard Private Equity Solutions (SPES) Platform A global middle-market private equity solutions platform that brings together Sagard's activities in primaries, secondaries, co-investments, and venture capital, offering diversified, long-term exposure to private markets for institutional and private wealth investors across North America, Europe, and Asia. Manages over US$23 billion in combined private equity assets as of September 30, 2025.
- Primaries Commitment strategy to private equity managers across small and middle-market buyouts, growth equity, and venture capital, with over US$32 billion of capital committed to over 450 funds and 300+ GPs since inception. Targets institutional and private wealth investors seeking diversified LP commitments.
- Secondaries Investment strategy covering both LP-led and GP-led secondary transactions with a focus on the mid-market. Over $10 billion committed to over 400 secondary transactions, featuring diversified LP-led opportunities and a fusion strategy blending GP-led opportunities, single fund LP stakes, and mid-life opportunities. Targets investors seeking liquidity and mid-market exposure.
- Co-Investments Strategy providing co-investment opportunities in high-conviction deals through long-standing relationships with leading sponsors, offering access to high-quality small and mid-market buyout opportunities across Europe, North America and Asia Pacific for institutional and private wealth investors.
- Venture Capital Venture capital strategy providing access to premier venture managers shaping the next generation of innovation, with $9 billion committed to venture firms. Focuses on top-tier early-stage, access-constrained managers often closed to new investors. Targets institutional and private wealth investors seeking innovation-driven exposure.
- Evergreen Strategy Harnesses over 25 years of experience managing evergreen funds, providing investors with institutional-quality private equity in a liquid structure, enabling investors to complement their longer-term PE exposure with a highly experienced manager. Targets investors seeking liquid PE access.
- Climate Impact Strategy Climate impact investment strategy developed since 2010, targeting companies in North America, Europe and Asia Pacific that meet rigorous criteria, meeting SFDR Article 9 regulations with quantified, independently-verified reporting on portfolio companies' climate impact. Targets investors seeking climate-aligned PE exposure.
- Customized Private Equity Programs Bespoke private equity programs tailored to each client's objectives, liquidity, and governance framework, combining disciplined pacing, transparent reporting, and diversification across sub-asset strategies and vintages. Designed for institutional and private wealth investors.
- Sagard Private Equity Strategies Fund (SPESF) A fund offering within the Sagard Private Equity Solutions platform, part of the customized private equity programs designed for institutional and private wealth investors.
Quantifiable outcome
- Over US$23 billion in combined private equity assets under management
- +3 more outcomes
Companies that use Performance Equity Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Performance Equity Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Performance Equity Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- BEX CapitalcoreBEX Capital was combined with Performance Equity Management as part of the formation of Sagard Private Equity Solutions, which now manages over $23 billion in combined private equity assets.
- UnigestioncoreUnigestion's private equity platforms were combined with Performance Equity Management and BEX Capital to form Sagard Private Equity Solutions, expanding the platform's capabilities in evergreen funds, climate impact strategies, and institutional-grade private equity solutions.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
Performance Equity Management competitors and assessment
Company assessmentBroad incumbents
- Partners Group: Partners Group is a global private markets investment manager with US$150B+ AUM spanning direct PE, private credit, private real estate, and infrastructure. It is a broader incumbent in private markets whose customized investment programs for institutional and private wealth clients overlap with SPES offerings.
- Neuberger Berman Private Markets: Neuberger Berman's Private Markets group offers primaries, secondaries, co-investments, and direct private equity, real estate, and credit solutions to institutional and private wealth clients. As a broader incumbent with overlapping capabilities, it competes with SPES in customized PE programs.
- Blackstone Private Equity Solutions: Blackstone's Private Equity Solutions business (formerly Strategic Partners) is one of the largest dedicated secondaries, primaries, and co-investment platforms globally. It overlaps with SPES as a broad incumbent offering scaled, multi-strategy PE solutions to institutional investors.
Direct peers
- StepStone Group: StepStone Group is a global private markets solutions firm providing primaries, secondaries, co-investments, and tailored portfolios across private equity, real estate, infrastructure, and private debt. It directly competes with SPES in the PE solutions space, particularly in customized programs for institutional and private wealth investors.
- Pantheon: Pantheon is a global private markets fund-of-funds and co-investment manager owned by Affiliated Managers Group, covering primaries, secondaries, and co-investments across PE, VC, and private credit. It directly competes with SPES in the institutional PE solutions market.
- Adams Street Partners: Adams Street Partners is a global private markets investment manager with a primary, secondary, co-investment, and direct investment offering across PE and VC. Its multi-strategy PE solutions focus and global institutional LP base make it a direct comparable to Sagard Private Equity Solutions.
- Hamilton Lane: Hamilton Lane is a leading global private equity solutions platform offering primaries, secondaries, co-investments, and customized programs to institutional and private wealth clients. With over US$800B in AUM, it is the most direct public-market comparable for Sagard Private Equity Solutions given its multi-strategy PE solutions model and similar institutional LP base.
- LGT Capital Partners: LGT Capital Partners is a Swiss-based global multi-asset manager with a large private equity fund-of-funds and co-investment franchise. It is highly comparable to SPES given its European roots, broad PE strategy mix, and institutional-plus-private-wealth distribution model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Performance Equity Management social profiles
Digital presencePerformance Equity Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Performance Equity Management leadership team
Management profileNumber of profiles
Profiles11 records
Performance Equity Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Performance Equity Management M&A and investment
M&A and investmentM&A
Investments13 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Performance Equity Management
What does Performance Equity Management do?
Performance Equity Management is a private equity firm that invests in venture capital funds and companies through a global platform of customized private equity solutions. Its core services span primaries, secondaries, co-investments, venture capital, and an evergreen fund structure, delivering institutional-quality due diligence and portfolio construction to institutional and private wealth investors. Following integration into Sagard, the platform now manages over US$23 billion in combined private equity assets across more than 450 funds and 300+ GPs.
Is Performance Equity Management a public or private company?
Performance Equity Management is a private company. It is classified as corporate owned and is currently acquired.
When was Performance Equity Management founded?
Performance Equity Management was founded in 2005. It employs 11 to 50 people.
Where is Performance Equity Management based?
Performance Equity Management is headquartered in Greenwich, United States, in the North America region.
How does Performance Equity Management make money?
One revenue line is on record: private Equity Fund Management.
Who are Performance Equity Management's main competitors?
Broad incumbents on record are Partners Group, Neuberger Berman Private Markets and Blackstone Private Equity Solutions. Direct peers are StepStone Group, Pantheon, Adams Street Partners, Hamilton Lane and LGT Capital Partners.
Does Performance Equity Management have an API?
No public API is recorded for Performance Equity Management.
What industry is Performance Equity Management in?
Performance Equity Management's product category is Private Equity Fund Management. Its primary akta.pro industry code is FSAEALAB, Private Equity Fundraising Placement, with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 52394 and its SIC code is 6211.