{ "crd_number": 154232, "slug": "performa-limited-us-llc-charleston-sc-154232", "primary_business_name": "PERFORMA LIMITED (US), LLC", "legal_name": "PERFORMA LIMITED (US), LLC", "dbas": [], "city": "Charleston", "state": "SC", "country": "United States", "cbsa_code": "16700", "metro": { "cbsa_code": "16700", "common_name": "Charleston", "msa_name": "Charleston-North Charleston, SC", "path": "/advisors/sc/charleston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-07-23", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-07-22", "carried_forward": false, "raum_total": 4491173031.0, "raum_discretionary": 4491173031.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 18, "advisory_employees": 7, "client_count_bucket": null, "clients_by_type": { "insurance_companies": { "raum": 2265443923.0, "count": 40 }, "pooled_investment_vehicles": { "raum": 2225729108.0, "count": 7 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "SC", "TX", "VT" ], "websites": [ "https://linkedin.com/company/performaltd", "https://performaltd.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154232", "city_as_filed": "CHARLESTON", "url": "https://advisorcensus.com/firm/performa-limited-us-llc-charleston-sc-154232", "display_name": "Performa Limited (US), LLC", "summary": "Performa Limited (US), LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.", "citation": "AdvisorCensus. Performa Limited (US), LLC (CRD 154232): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Performa Limited (US), LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Performa Limited (US), LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Performa Limited (US), LLC located?", "a": "Performa Limited (US), LLC's principal office is in Charleston, SC, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Performa Limited (US), LLC registered with the SEC or a state?", "a": "Performa Limited (US), LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 154232." }, { "q": "How much does Performa Limited (US), LLC manage?", "a": "Performa Limited (US), LLC reports $4,491,173,031 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary)." }, { "q": "How have Performa Limited (US), LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Performa Limited (US), LLC: Regulatory assets under management: $2,022,552,950 in the October 2021 data and $4,491,173,031 in the October 2026 data, up 122%. Total employees: 16 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Performa Limited (US), LLC serve?", "a": "By number of clients on Form ADV Item 5.D: insurance companies (40); pooled investment vehicles (other than investment companies and business development companies) (7)." }, { "q": "Which custodians does Performa Limited (US), LLC use?", "a": "Performa Limited (US), LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Comerica Bank, State Street Custodial Services (Ireland) Ltd., U.S. Bank and Wilmington Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Performa Limited (US), LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154232" }, { "q": "What changed in Performa Limited (US), LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $3,723,163,302 to $4,491,173,031 (+21%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2022552950.0, "total_employees": 16, "filing_date": "2021-03-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2427819813.0, "total_employees": 15, "filing_date": "2022-03-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2876679894.0, "total_employees": 15, "filing_date": "2023-03-23" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3375104696.0, "total_employees": 16, "filing_date": "2024-04-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3723163302.0, "total_employees": 15, "filing_date": "2025-03-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4491173031.0, "total_employees": 18, "filing_date": "2026-07-22" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $3,723,163,302 to $4,491,173,031 (+21%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Comerica Bank", "name_as_filed": "COMERICA BANK", "affiliated": false }, { "name": "State Street Custodial Services (Ireland) Ltd.", "name_as_filed": "STATE STREET CUSTODIAL SERVICES (IRELAND) LTD.", "affiliated": false }, { "name": "U.S. Bank", "name_as_filed": "U.S. BANK", "affiliated": false }, { "name": "Wilmington Trust Company", "name_as_filed": "WILMINGTON TRUST COMPANY", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/performa-limited-us-llc-charleston-sc-154232.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 2225729108.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 40, "fewer_than_5": false, "raum": 2265443923.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154232", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }