Performa Limited (US), LLC
Charleston, SC·SEC-registered · CRD #154232
Performa Limited (US), LLC is an SEC-registered investment advisory firm in Charleston, SC managing $4.5B across 168 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.5B
Client accounts
168
Advisory staff
7
Fee model
Fee-only
How Performa Limited (US), LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Performa Limited (US), LLC
How much does Performa Limited (US), LLC manage?
Per its most recent SEC Form ADV filing (06/23/2026), Performa Limited (US), LLC reports $4.5B in regulatory assets under management across roughly 168 client accounts.
How does Performa Limited (US), LLC charge?
Performa Limited (US), LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Performa Limited (US), LLC a fiduciary?
Yes. Performa Limited (US), LLC is registered with the U.S. Securities and Exchange Commission (CRD #154232), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Performa Limited (US), LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Performa Limited (US), LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Charleston, SC
Profile compiled from Performa Limited (US), LLC's public SEC Form ADV filing (CRD #154232, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Performa Limited (US), LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Performa Limited (US), LLC? Claim this profile.