RIA Intel›Advisers›South Carolina›PERFORMA LIMITED (US), LLC

PERFORMA LIMITED (US), LLC

Advisory

N·CHARLESTON, SC

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM
$4.5B
1-Year AUM Growth
+17.3%
3-Year CAGR
+18.0%
Employees
7
Assets Under Management
Total AUM$4.5B
Discretionary AUM$4.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees7
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingJul 17, 2012
Latest FilingJul 22, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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