PERFORMA LIMITED (US), LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 154232). Regulatory assets under management: $4.5B.
Compensation: % of AUM.
Clients served: Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| David Thompson Kilborn | MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | — |
| Kathy Marie Cavaco | CHIEF COMPLIANCE OFFICER | — |
| Jason Michael Golder | PORTFOLIO MANAGER | — |
| Scott Michael Mcintyre | PORTFOLIO MANAGER | — |
| Robert Scott Mildrum | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | — |
| Sandi Martin Prescott | HEAD OF CLIENT SERVICE | — |
| SHUBERT SCOTT BRUCE | CHIEF EQUITY OFFICER | — |
| KILBORN DAVID THOMPSON | MANAGING MEMBER & CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER & PRESIDENT | — |
| MCINTYRE GLENN MICHAEL | PORTFOLIO MANAGER | — |
| NICHOLL KATHY MARIE | CHIEF COMPLIANCE OFFICER | — |
| GOLDER JASON | PORTFOLIO MANAGER | — |
| MILDRUM ROBERT SCOTT | ECONOMIC & MACRO QUANTITATIVE STRATEGIST | — |
| PRESCOTT SANDI M | HEAD OF CLIENT SERVICE | — |
| BURTSCHY LAWRENCE | MANAGING PARTNER | — |
| HALSTEAD CHAPPELL CHRISTMAS | CHIEF COMPLIANCE OFFICER; CREDIT ANALYST | — |
| CAVACO KATHY MARIE | CHIEF COMPLIANCE OFFICER | — |
| GOLDER JASON MICHAEL | PORTFOLIO MANAGER | — |
| PRESCOTT SANDI MARTIN | HEAD OF CLIENT SERVICE | — |
Other Private Fund: 1 · Hedge Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PERFORMA (US) INTERMEDIATE BOND FUND | Other Private Fund | Delaware | 0 | $319.9M | $100K |
| ANSONBOROUGH LIQUID MACRO FUND, LP | Hedge Fund | Delaware | 1 | $509K | $500K |
| City | State | Employees | Phone |
|---|---|---|---|
| BURLINGTON | VT | 6 | 8025408120 |