Institutional
    SEC Registered

    Performa Limited (US), LLC

    Registered investment advisor · Charleston, South Carolina · CRD #154232

    Assets Under Management
    $4.5B
    Client Accounts
    168
    Employees
    18
    CRD Number
    154232
    Registration
    SEC Registered
    Custodian
    State Street Custodial Services (ireland) Ltd., Comerica Bank, U.s. Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Performa Limited (US), LLC

    Performa Limited (US), LLC is a SEC-registered investment advisory firm headquartered in Charleston, South Carolina, managing approximately $4.5B in regulatory assets across 168 client accounts. The firm's full regulatory record is filed with the SEC under CRD #154232.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Performa Limited (US), LLC's AUM?

    Performa Limited (US), LLC reports approximately $4.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Performa Limited (US), LLC headquartered?

    Performa Limited (US), LLC is headquartered in Charleston, South Carolina.

    What is Performa Limited (US), LLC's CRD number?

    Performa Limited (US), LLC's CRD number is 154232. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Performa Limited (US), LLC manage?

    Performa Limited (US), LLC manages approximately 168 client accounts according to its latest SEC filing.

    Is Performa Limited (US), LLC SEC registered?

    Yes, Performa Limited (US), LLC is registered with the SEC as an investment adviser with an approved registration status.

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