The PERFORMA LIMITED (US), LLC is a privately held investment adviser that advises $4.68Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. PERFORMA LIMITED (US), LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 119.37% over the last 5-years.
The Group has been registered with the SEC for 14.03 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 1080 MORRISON DRIVE SUITE 120, CHARLESTON, SOUTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 21 employees comprised of 10 investment and 11 non-investment staff. The total number of Employees increased by 5% over the last 5-years.
Their $4.68Bn in assets advised are owned by 9 private funds, 3 public funds and BDCs and 44 other accounts. Assets of Insurance Companies clients own $2.27Bn or 48.38% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.24Bn or 47.87% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 81.68% and 18.32% of total assets, respectively.
They advise 7 types of clients, top clients are Insurance Companies and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
PERFORMA LIMITED (US), LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.