Performa Limited (US), LLC

Overview

Performa Limited (US), LLC is an SEC registered investment adviser based in Charleston, SC, registered since 2012. It reports $4.5B in assets under management across 168 accounts, with 18 employees.

Reported AUM

$4.5B

Discretionary

100%

Accounts

168

Average account

$26.7M

Employees

18

Registered since

2012

Jurisdictions

3

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Insurance Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 6

• David Thompson Kilborn Managing Member, Chief Investment Officer, President CRD 2314307
• Kathy Marie Cavaco Chief Compliance Officer CRD 4413767
• Sandi Martin Prescott Head of Client Service CRD 6061514

3 more executive officers, with direct contact details

Location

Headquarters

1080 Morrison Dr Ste 120
Charleston, SC 29403

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: performaltd.com

Every state, with registration dates

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