Performa Limited (US), LLC

Registered investment adviser · Charleston, SC · CRD #154232

Form ADV data as of 2026-09-01

Regulatory assets

$4.49 billion

Total accounts

168

Employees

Disclosure events

Firm details

Website: http://www.performaltd.com
Telephone: 843-297-4940
SEC file number: 801-76943
Most recent Form ADV filing: 2026-07-22
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.49 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$4.49 billion
Discretionary accounts	168
Non-discretionary accounts	0
Total accounts	168
Regulatory assets under management attributable to non-U.S. persons	$3.24 billion

People

Total employees (excluding clerical)	18
Employees performing investment advisory functions (including research)	7
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$320.4 million
Clients for whom the firm has custody	43
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
Client funds and securities held in a related person's custody	$0
Clients for whom a related person has custody	0
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	18

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	7	$2.23 billion
Insurance companies	40	$2.27 billion