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PERFORMA LIMITED (US), LLC
CRD 154232File 801-76943
APPROVED
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.49B
Top 25% of cohort (national)
Discretionary AUM
$4.49B
Clients
47
168 accounts
Employees
18
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 2012
- Principal office
- 1080 MORRISON DRIVE, SUITE 120, CHARLESTON, SC, 29403
- Phone
- 843-297-4940
- Website
- HTTP://WWW.PERFORMALTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.49B
- Discretionary AUM
- $4.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 168
- Non-discretionary accounts
- 0
- Total accounts
- 168
- AUM per client
- $95.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 40 | $2.27B |
| Pooled investment vehicles | 7 | $2.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.