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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
- LEI
- 549300ZOOJIV5LJHWLO4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDER, JASON | I | PORTFOLIO MANAGER | NA | Control |
| HALSTEAD, CHAPPELL, CHRISTMAS | I | CREDIT ANALYST | NA | Control |
| HALSTEAD, CHAPPELL, CHRISTMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHUBERT, SCOTT, BRUCE | I | CHIEF EQUITY OFFICER | NA | Control |
| SHUBERT, SCOTT, BRUCE | I | CHIEF EQUITY OFFICER | NA | Control |
| SHUBERT, SCOTT, BRUCE | I | CHIEF EQUITY OFFICER | NA | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| KILBORN, DAVID, THOMPSON | I | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | D | Control |
| BURTSCHY, LAWRENCE | I | MANAGING PARTNER | C | Control |
| BURTSCHY, LAWRENCE | I | MANAGING PARTNER | C | Control |
| BURTSCHY, LAWRENCE | I | MANAGING PARTNER | C | Control |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | Control |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | Control |
| PERFORMA LIMITED HOLDINGS, L.P. | DE | DE LIMITED PARTNERSHIP | C | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | B | Control |
| CAVACO, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| CAVACO, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| CAVACO, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| CAVACO, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GOLDER, JASON | I | PORTFOLIO MANAGER | A | Control |
| GOLDER, JASON, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| GOLDER, JASON, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| GOLDER, JASON, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| MCINTYRE, SCOTT, MICHAEL | I | PORTFOLIO MANAGER | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| MILDRUM, ROBERT, SCOTT | I | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| NICHOLL, KATHY, MARIE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, M | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, MARTIN | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, MARTIN | I | HEAD OF CLIENT SERVICE | A | Control |
| PRESCOTT, SANDI, MARTIN | I | HEAD OF CLIENT SERVICE | A | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
SC TX VT
Address
1080 MORRISON DRIVESUITE 120
CHARLESTON, SC 29403
United States
Phone: 843-297-4940