Performa Limited (US), LLC

$4.49BAssets under management
as of Jul 2026 · SEC Form ADV
Charleston, SC
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Tech stack

No one at Performa Limited (US), LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Performa Limited (US), LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
State Street
Per Form ADV · $405M held · filed Apr 2024
Comerica Bank
Per Form ADV · $223M held · filed Apr 2024
U.S. Bank
Per Form ADV · $211M held · filed Apr 2024
Computershare, Inc.
Per Form ADV · $142M held · filed Apr 2024