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Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Greenwich, CT

Performance Equity Management (PEM)

$9.6B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($2.47B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Multi-Strategy, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$2.47B
Total AUM: $9.6B
Median Disclosed Amount
$81.2M
Range: $8.0M – $303.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Performance Equity Management (PEM)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Antler U.S. New Mexico, L.P.Adviser 7.B Vehicle Venture Capital 2025
$63.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners VII, LPAdviser 7.B Vehicle Buyout 2025
$59.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sterling Group Partners IVAdviser 7.B Vehicle Buyout 2025
$224.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antares Capital Credit Fund VIAdviser 7.B Vehicle Private Credit 2024
$121.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
American Industrial Partners Capital Fund VIII, LPAdviser 7.B Vehicle Buyout 2024
$118.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Performance Equity Management (PEM)

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Performance Equity Management (PEM) (Fund of Funds / Seeder, $9.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 86.0% vs. 83.5% Actual; $240.0M Unallocated Target Bandwidth). Small/Mid-Market Buyout & Venture Capital Primary Fund-of-Funds ($10M-$30M GP checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Performance Equity Management (PEM)

755 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Performance Equity Management (PEM) (20 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Industrial Partners VII, LP (2025 Vintage)
Performance Equity Management (PEM): $59.5M · SEC Form ADV 7.B
Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds: $122.8M · SEC Form ADV 7.B

Additional shared vehicles: Antares Capital Credit Fund VI (2024 Vintage) · Antares CLO Fund V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Bellflower Carillon Silverstein Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Cerritos, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Antares Capital Credit Fund VI (2024 Vintage)
Performance Equity Management (PEM): $121.0M · SEC Form ADV 7.B
Bellflower Carillon Silverstein Industrial Consolidated Master Retirement Trust: $30.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: American Industrial Partners VII, LP (2025 Vintage) · Antares CLO Fund V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

1919 Investment Counsel

Family Office / MFO Baltimore, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Antares CLO Fund V (2024 Vintage)
Performance Equity Management (PEM): $81.2M · SEC Form ADV 7.B
1919 Investment Counsel: $106.0M · SEC Form ADV 7.B

Additional shared vehicles: American Industrial Partners VII, LP (2025 Vintage) · Antares Capital Credit Fund VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+752 Additional Institutional LPs Report Shared Vehicles with Performance Equity Management (PEM)

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Performance Equity Management (PEM)

You are viewing 5 open public preview records (out of 20 total tracked records for Performance Equity Management (PEM)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (755 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Performance Equity Management (PEM)

Buyout LPs →Venture Capital LPs →Private Credit LPs →Multi-Strategy LPs →Growth Equity LPs →

Frequently Asked Questions: Performance Equity Management (PEM)

What type of institutional allocator is Performance Equity Management (PEM) and what is their typical disclosed ticket size?

Performance Equity Management (PEM) is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Greenwich, CT). Across 20 historical disclosure records tracked on Prilago ($2.47B total parsed USD across disclosed rows), the median disclosed amount is $81.2M (range: $8.0M to $303.8M).

Which private-market strategies appear in Performance Equity Management (PEM)'s public disclosures?

Performance Equity Management (PEM) has disclosed records across Buyout, Venture Capital, Private Credit, Multi-Strategy, Growth Equity. Open preview records include Antler U.S. New Mexico, L.P. (2025 Vintage), American Industrial Partners VII, LP (2025 Vintage), Sterling Group Partners IV (2025 Vintage), Antares Capital Credit Fund VI (2024 Vintage).

How are Performance Equity Management (PEM)'s historical records substantiated and separated from active searches on Prilago?

Records for Performance Equity Management (PEM) cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Performance Equity Management (PEM)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/performance-equity-management-pem or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Performance Equity Management (PEM)?

In Prilago's bilateral commitment graph, Performance Equity Management (PEM) shares resolved underlying fund vehicles with 755 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. American Industrial Partners VII, LP (2025 Vintage)), Bellflower Carillon Silverstein Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Antares Capital Credit Fund VI (2024 Vintage)), 1919 Investment Counsel (7 shared vehicles, e.g. Antares CLO Fund V (2024 Vintage)).

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