Performa Limited (us), LLC

Performa Limited (us), LLC (CRD# 154232) is a financial advisory firm headquartered in Charleston, SC. They manage $1,296,628,788 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14 North Adgers Wharf, Charleston, SC 29401
http://www.performaltd.com
By the Numbers
  • Total Assets Under Management
    1,297
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $72,034,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC, VT

Financial Advisors at Performa Limited (us), LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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