Performa Limited (us), LLC
Performa Limited (us), LLC (CRD# 154232) is a financial advisory firm headquartered in Charleston, SC. They manage $2,427,819,813 in 115 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2,428MILLION
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Total Number of Accounts115ACCOUNTS
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Average Account Value$21,111,477
Compensation Options
- A percentage of assets under your management
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

Registered Investment Advisor
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
1
David Kilborn (CRD# 2314307) is an Investment Advisor Representative working at Performa Limited (us), LLC in Charleston, SC and has over 27 years of experience in the finance industry.
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