PERFORMA LIMITED (US), LLC
CRD #154232 SEC #801-76943 CHARLESTON, SC 843-297-4940
SEC Registered Private Funds
Total AUM
$3.7B
Discretionary
$3.7B
Employees
15
Clients
--
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.7B | $3.7B | $0 | 15 | 0 |
| Apr 2024 | $3.4B | $3.4B | $0 | 16 | 0 |
| Mar 2024 | $3.4B | $3.4B | $0 | 16 | 0 |
| Dec 2023 | $2.9B | $2.9B | $0 | 15 | 0 |
| Mar 2023 | $2.9B | $2.9B | $0 | 15 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 15 | 0 |
| Mar 2021 | $2B | $2B | $0 | 16 | 0 |
| Jul 2020 | $2B | $2B | $0 | 16 | 0 |
| Mar 2020 | $2B | $2B | $0 | 16 | 0 |
| Mar 2019 | $1.6B | $1.6B | $0 | 15 | 0 |
| Aug 2018 | $1.6B | $1.6B | $0 | 15 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 15 | 0 |
| Mar 2017 | $1.6B | $1.6B | $0 | 16 | 11 |
| Mar 2016 | $1.3B | $1.3B | $0 | 12 | 1 |
| Mar 2015 | $1.1B | $1.1B | $0 | 11 | 1 |
| Mar 2014 | $1.1B | $1.1B | $0 | 7 | 1 |
| Dec 2013 | $1.1B | $1.1B | $0 | 6 | 1 |
| Mar 2013 | $1.2B | $1.2B | $0 | 7 | 1 |
| Sep 2012 | $1.2B | $1.2B | $0 | 1 | 1 |
| Jul 2012 | $1.2B | $1.2B | $0 | 1 | 1 |
DateMar 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees16
Clients0
DateDec 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients0
DateAug 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients11
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients1
DateDec 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients1
DateSep 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients1
DateJul 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients1