Data / Investment advisers / South Carolina / Performa Limited (US), LLC
Performa Limited (US), LLC, Charleston, SC: $4.5 billion AUM, SEC registered investment adviser
Performa Limited (US), LLC is an SEC registered investment adviser with its main office in Charleston, South Carolina and reports $4.5 billion in regulatory assets under management in its Form ADV filed July 22, 2026. Its clients include insurance companies and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 154232
- SEC file number
- 801-76943
- SEC status
- Approved, effective July 23, 2012
- Main office
- 1080 Morrison Drive Suite 120, Charleston, SC 29403
- Phone
- (843) 297-4940
- Website
- performaltd.com
- Regulatory AUM
- $4,491,173,031 in the Form ADV filed July 22, 2026
- Discretionary AUM
- $4,491,173,031
- Accounts
- 168
- Employees
- 18, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 2: 1 hedge fund, 1 other private fund
- Gross assets of private funds
- $320,407,856
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 40 | $2.27 billion |
| Pooled investment vehicles | 7 | $2.23 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.49 billion | March 19, 2026 |
| December 1, 2025 | $3.72 billion | March 24, 2025 |
Other advisers in Charleston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Greystar Investment Group, LLC | Charleston | $36.50 billion | 51 | adviserinfo.sec.gov |
| Permcap Investment Office | Charleston | $4.02 billion | 10 | adviserinfo.sec.gov |
| Tandem Investment Advisors Inc | Charleston | $3.45 billion | Not listed | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 4 | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | $682 million | 3 | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | $487.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charleston, SC
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Performa Limited (US), LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.