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PERFORMANCE EQUITY MANAGEMENT, LLC

5 Greenwich Office Park
Third Floor
Greenwich, Connecticut 06831
Tel: (203) 742-2400

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About PERFORMANCE EQUITY MANAGEMENT, LLC

PERFORMANCE EQUITY MANAGEMENT, LLC, formally registered with the SEC as PERFORMANCE EQUITY MANAGEMENT, LLC. The firm was established in 03/01/2001. They have over 1 offices throughout the country.

PERFORMANCE EQUITY MANAGEMENT, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $9,531,067,693 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110207
SEC#801-60051
Assets Managed by Firm$9,531,067,693
No. of Clients32
No. of Advisors34

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total32$9,531,067,693
Corporations or other businesses2$4,569,378,751

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