Performa Limited (Us), LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 19, 2026, reports $4.5B in regulatory assets under management, 18 employees, 1 office, and 168 accounts.
Assets Under Management
$4.5B
Employees
18
Offices
1 office
Total Clients
47
Primary office
CHARLESTON, SC
1080 MORRISON DRIVE, SUITE 120, CHARLESTON, SC, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 85.1% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
85.1%
40
2
Pooled Investment Vehicles
14.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 19, 2026
Discretionary100.0%
$4.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.5B
Total Accounts168
10Y AUM Change+$2.9B (+183.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee3:1
10Y Employee Change+2 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.