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PERFORMA LIMITED (US), LLC
CRD 154232 · SEC 801-76943
1080 MORRISON DRIVE, SUITE 120, CHARLESTON, SC, 29403, United States
Phone
843-297-4940
Fax
843-300-1057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.49B
Discretionary AUM
$4.49B
Team
18 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $2.23B |
| Insurance companies | 40 | $2.27B |
States served
VT, SC, TX
All web addresses on file
Official SEC filing: View on IAPD