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PERFORMA LIMITED (US), LLC
CRD 154232File 801-76943
APPROVED
Custody
Filing as of Jul 22, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 37 | 47 | increased by10 |
| Apr 1, 2026 | AUM | $3,723,163,302 | $4,491,173,031 | increased by$768,009,729 |
| Apr 1, 2026 | Accounts | 145 | 168 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 37 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,427,819,813 | $3,723,163,302 | increased by$1,295,343,489 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 115 | 145 | increased by30 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 15 | 23 | increased by8 |
| Apr 1, 2022 | AUM | $2,022,552,950 | $2,427,819,813 | increased by$405,266,863 |
| Apr 1, 2022 | Accounts | 65 | 115 | increased by50 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERFORMA LIMITED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERFORMA LIMITED” may also match similarly-named firms). Confirm identity against each filing.
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.