PERFORMA LIMITED (US), LLC

PERFORMA LIMITED (US), LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 154232). Regulatory assets under management: $4.5B.

Registration

Business model

Compensation: % of AUM.

Clients served: Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (18)

NameRoleLocation
David Thompson KilbornMANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT
Kathy Marie CavacoCHIEF COMPLIANCE OFFICER
Jason Michael GolderPORTFOLIO MANAGER
Scott Michael McintyrePORTFOLIO MANAGER
Robert Scott MildrumECONOMIC & MACRO QUANTITATIVE STRATEGIST
Sandi Martin PrescottHEAD OF CLIENT SERVICE
SHUBERT SCOTT BRUCECHIEF EQUITY OFFICER
KILBORN DAVID THOMPSONMANAGING MEMBER & CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT
MCINTYRE GLENN MICHAELPORTFOLIO MANAGER
NICHOLL KATHY MARIECHIEF COMPLIANCE OFFICER
GOLDER JASONPORTFOLIO MANAGER
MILDRUM ROBERT SCOTTECONOMIC & MACRO QUANTITATIVE STRATEGIST
PRESCOTT SANDI MHEAD OF CLIENT SERVICE
BURTSCHY LAWRENCEMANAGING PARTNER
HALSTEAD CHAPPELL CHRISTMASCHIEF COMPLIANCE OFFICER; CREDIT ANALYST
CAVACO KATHY MARIECHIEF COMPLIANCE OFFICER
GOLDER JASON MICHAELPORTFOLIO MANAGER
PRESCOTT SANDI MARTINHEAD OF CLIENT SERVICE

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