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).

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.
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