Sagard Private Equity Solutions key facts
- Sagard Private Equity Solutions is a fund of funds based in Greenwich, Connecticut with 1 tracked portfolio company.
- Notable positions include NextRoll.
- PrivateMarketView records 1 deal participation by Sagard Private Equity Solutions.
- Sagard Private Equity Solutions’s most recent recorded investment was in Apr 2014.
- The team roster lists 28 people.
- Sagard Private Equity Solutions reports $517.7M in regulatory assets under management across 27 private funds, per its SEC Form ADV (2026-03).
About Sagard Private Equity Solutions
Performance Equity Management is a fund of funds based in Greenwich, Connecticut. Established in 2005, the firm primarily invests in buyouts, early-stage, growth equity, expansion financing, small, mid-market, and large buyouts, venture capital, co-investments, special situations, turnaround, distressed debt, mezzanine, and bankruptcy funds. The mission of the firm is to provide private equity investment access, both partnership and direct, to institutional clients worldwide. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Investment focus
Its SEC Form ADV lists $518 million in regulatory assets under management across 27 private funds (Mar 2026).
Investment activity
Sagard Private Equity Solutions has no recorded round in the last two years; its 1 recorded round dates from 2014 to Apr 2014. Most recently: NextRoll (Series D, Apr 2014).
Sagard Private Equity Solutions portfolio at a glance
1 portfolio company is on record for Sagard Private Equity Solutions: NextRoll.
Sagard Private Equity Solutions team
28 people are on record at Sagard Private Equity Solutions: 5 associates, 4 managing partners, 3 principals, 3 advisors and 13 others. Senior names include James Tybur (Managing Director), Jeffrey Barman (Managing Director) and Jeffrey Reals (Managing Director). 28 of them have a verified direct contact on file.
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Sagard Private Equity Solutions at the SEC
Form ADV · 2026-03 · CRD 110207- Regulatory AUM
- $517.7M
- Private fund assets
- $5.0B
- Private funds
- 27 · 1 venture, 26 private equity
- Staff
- 36
- Registered office
- GREENWICH, CT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PERFORMANCE EQUITY MANAGEMENT, LLC).
- ·Watchlist + alerts for Sagard Private Equity Solutions's activity
Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| NextRoll | Business/Productivity Software | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Sagard Private Equity Solutions recent deals
1 recordedMembership and data by Private Market View
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Sagard Private Equity Solutions
- What companies does Sagard Private Equity Solutions invest in?
- Sagard Private Equity Solutions has 1 recorded portfolio companies, including NextRoll.
- What is Sagard Private Equity Solutions's AUM?
- Sagard Private Equity Solutions manages approximately $10K in assets.
- Is Sagard Private Equity Solutions actively investing?
- Sagard Private Equity Solutions's most recent recorded investment was in Apr 2014.