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Performa Limited (US), LLC

● SEC registered since 2012CRD 154232SEC# 801-76943Charleston, SC
Export (members)
Ranks #1,332 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.72B
Fund GAV
$230.7M
Private funds
5
Employees
15
Accounts
145
Location
Charleston, SC

Performa Limited (US), LLC assets under management

Performa Limited (US), LLC is an SEC-registered investment adviser based in Charleston, SC. The firm has been registered since 2012. It reports $3.7 billion in regulatory assets under management and employs 15 people. Performa Limited (US), LLC manages 5 private funds with combined gross assets of $230.7 million, including Performa (US) Intermediate Bond Fund. By regulatory assets, it ranks 1,332 of 5,911 private fund managers.

Performa Limited (US), LLC private funds

5 funds · $230.7M GAV
FundTypeGross assetsMin.
Performa (US) Intermediate Bond FundOther Private$230.1M$100K
Ansonborough Liquid Macro Fund, LPHedge$618K$500K
Performa (US) High Yield FundOther Private$100K
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Performa Limited (US), LLC owners & executives

7 reported
NameTitleOwnershipSince
David Thompson Kilborn ControlManaging Member, Chief Investment Officer & President50-75%2010
Jason Michael Golder ControlPortfolio Manager5-10%2012
Kathy Marie Cavaco ControlChief Compliance Officer5-10%2012
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Frequently asked questions

How much does Performa Limited (US), LLC manage?

Performa Limited (US), LLC reports $3.7 billion in regulatory assets under management on its Form ADV.

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

Performa Limited (US), LLC manages 5 private funds with combined gross assets of $230.7 million.

How many employees does Performa Limited (US), LLC have?

Performa Limited (US), LLC reports 15 employees.

Where is Performa Limited (US), LLC located?

Performa Limited (US), LLC is based in Charleston, SC and has been SEC-registered since 2012.

Does Performa Limited (US), LLC disclose fund performance?

Performa Limited (US), LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1080 Morrison Drive, Suite 120, Charleston, SC 29403
Phone843-297-4940
Fax843-300-1057
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1650303
Discloses disciplinary historyNo

Assets under management

Discretionary$3.72B
Non-discretionary$0
Total (RAUM)$3.72B

Service providers