Performa Limited (US), LLC

RIASEC Registered

Total AUM

$4.5B

Discretionary

$4.5B

100% of AUM

Avg account

$26.7M

Accounts

168

Employees

Advisory reps

Firm details

Headquarters: Charleston, South Carolina
CRD number: 154232
Registered since: July 23, 2012
Website: www.performaltd.com
Custodians: COMERICA SECURITIES,INC., STATE STREET BANK AND TRUST COMPANY, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Insurance Companies50.44%
Pooled Investment Vehicles49.56%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Performa Limited (US), LLC is an SEC-registered adviser (registration year 2012) operating as a hedge-fund style investment manager and CPO/CTA. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, as well as selecting other advisers and managers on behalf of its vehicles. Ownership is a blend of a domestic entity and an individual. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser.