Performa Limited US LLC
Legal Name: PERFORMA LIMITED (US), LLC
Full Contact Details
Performa Limited US LLC
960 MORRISON DRIVE, SUITE 200, CHARLESTON, SC
843-297-4940
843-300-1057
Other Info
Performa Limited (US), LLC is a respected financial advisory firm based in Delaware, employing a team of 15 professionals, including 6 advisors. Their client base is unknown, but their SEC status is reported as approved, with a registration date in 2012.
Performa
Performa Investment Management is a boutique asset management firm focused on managing money for Captive Funds. With offices in Bermuda, South Carolina and Vermont, we're fully immersed in all major Captive Fund domiciles.
Direct Owners
-
DAVID THOMPSON KILBORN
MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT owns more than 50% but less than 75%
-
JASON GOLDER
PORTFOLIO MANAGER owns more than 10% but less than 25%
-
KATHY MARIE NICHOLL
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
PERFORMA LIMITED HOLDINGS, L.P.
DE LIMITED PARTNERSHIP owns more than 25% but less than 50%
-
ROBERT SCOTT MILDRUM
ECONOMIC & MACRO QUANTITATIVE STRATEGIST owns more than 5% but less than 10%
-
SANDI M PRESCOTT
HEAD OF CLIENT SERVICE owns more than 5% but less than 10%
-
SCOTT MICHAEL MCINTYRE
PORTFOLIO MANAGER owns more than 10% but less than 25%
Custodians
-
COMERICA BANK
United States -
INTERACTIVE BROKERS LLC
United States