SEC-Registered Investment Adviser
Performa Limited (US), LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 22, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- July 23, 2012
- Principal office
- 1080 Morrison Drive, Suite 120, Charleston, SC 29403
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 1
- Website
- HTTP://WWW.PERFORMALTD.COM
Scale
- Regulatory AUM
- $4.5B
- Attributable to non-US clients
- $3.2B
- Accounts
- 168
- Clients
- 0
- Employees
- 18, 7 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $320.4M
- Fund types
- 1 hedge funds, 1 other private funds
- Funds with Form D records
- 3 issuers in AltStreet's ledger, $561.7M reported sold across them
- Client assets in custody
- $320.4M (43 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management
- Client types
- pooled investment vehicles (7); insurance companies (40)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 22, 2026). Item 11 covers the firm and its advisory affiliates.
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.