Performa Limited (US), LLC

RIASEC RegisteredEst. 2012
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$26.7M
Accounts
168
Employees
18
Advisory reps
6

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 LLC that operates as a hedge fund-style investment adviser with an institutional client base. The firm was SEC-registered in 2012 and lists business activities that include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles and for businesses or institutions, as well as selecting other advisers. Its fee model is a percentage of assets under management. Performa identifies itself as a sponsor/GP/managing member of pooled vehicles and is not classified as a capital allocator. The firm does not report being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 58%, Investment Grade Corp Bonds 22%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 4%, State & Local Bonds 1%58%
  • US Government Bonds58%
  • Investment Grade Corp Bonds22%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Kathy Nicholl

    Kathy Nicholl

    Chief Compliance OfficerCRD 4413767

  • Robert Mildrum

    Robert Mildrum

    Economic and Macro StrategistCRD 5110420

  • David Kilborn

    David Kilborn

    Chief Investment OfficerCRD 2314307

Contacts

3 of 3
  • Jason Golder

    Jason Golder

    Head of Structured ProductsCRD 6063578

  • Sandi Prescott

    Sandi Prescott

    Head of Client ServiceCRD 6061514

  • Scott Mcintyre

    Scott Mcintyre

    Partner, Senior Portfolio ManagerCRD 2791508

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$639M in ETFs

Passive

100%

$639M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$137M199,78921.47%
Unlock additional holdings →

Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
1080 Morrison Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth