Performa is a fund manager in Charleston with $2.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
300619882
SEC advisor number
801-76943
FINRA CRD number
154232
AUM ?
$2.43 bn
(as of 29 Mar 22)
Accounts
115
(as of 29 Mar 22)
Employees
15
(7 investment advisory or research)
Address
Performa
960 MORRISON DRIVE
SUITE 200
CHARLESTON
SC 29403
960 MORRISON DRIVE
SUITE 200
CHARLESTON
SC 29403
Office hours
Monday - Friday, 9 A.M. TO 5 P.M.
Phone
843-297-4940
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcintyre, Scott, Michael | Portfolio Manager | 08/2012 | 10-25% |
Kilborn, David, Thompson | Managing Member, Chief Investment Officer & President | 04/2010 | 50-75% |
Nicholl, Kathy, Marie | Chief Compliance Officer | 08/2012 | 5-10% |
Golder, Jason | Portfolio Manager | 08/2012 | 10-25% |
Mildrum, Robert, Scott | Economic & Macro Quantitative Strategist | 09/2013 | 5-10% |
Prescott, Sandi, M | Head of Client Service | 04/2013 | 5-10% |
Performa Limited Holdings, L.P. | De Limited Partnership | 08/2013 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Performa Limited (Us), LLC | $2.43 bn | |
Ansonborough Liquid Macro Fund, LP | $212.27 k | Hedge Fund |
Performa (Us) Equity Fund | $29.46 mm | Other Private Fund |
Performa (Us) High Yield Fund | $24.81 mm | Other Private Fund |
Performa (Us) Intermediate Bond Fund | $118.06 mm | Other Private Fund |
Performa (Us) International Equity Fund | $6.39 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 May 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22