Performa Limited (Us), Llc
- Regulatory AUM
- $4.5B
- Discretionary
- $4.5B
- Clients
- 47
- Avg AUM / client
- $95.6M
- Accounts
- 168
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $2.2B | 49.6% |
| Insurance companies | 40 | $2.3B | 50.4% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $189M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Performa (Us) Intermediate Bond Fund | Other Private Fund | Delaware | $136M | 0 |
| Performa (Us) Equity Fund feeder | Other Private Fund | Delaware | $23.7M | 0 |
| Performa (Us) High Yield Fund feeder | Other Private Fund | Delaware | $20.6M | 0 |
| Performa (Us) International Equity Fund feeder | Other Private Fund | Delaware | $8.0M | 0 |
| Ansonborough Liquid Macro Fund, Lp | Hedge Fund | Delaware | $427K | 1 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kilborn, David, Thompson | Managing Member, Chief Investment Officer & President | Apr 2010 (16y) | 50% – 75% | |
| Cavaco, Kathy, Marie | Chief Compliance Officer | Aug 2012 (14y) | 5% – 10% | |
| Golder, Jason, Michael | Portfolio Manager | Aug 2012 (14y) | 5% – 10% | |
| Mcintyre, Scott, Michael | Portfolio Manager | Aug 2012 (14y) | 5% – 10% | |
| Prescott, Sandi, Martin | Head Of Client Service | Apr 2013 (13y) | 5% – 10% | |
| Mildrum, Robert, Scott | Economic & Macro Quantitative Strategist | Sep 2013 (13y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Performa Limited Holdings, L.P. | De Limited Partnership | Aug 2013 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $189M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Performa (Us) Intermediate Bond Fund | Other Private Fund | $136M | $100K | 0 |
| Performa (Us) Equity Fund | Other Private Fund | $23.7M | $100K | 0 |
| Performa (Us) High Yield Fund | Other Private Fund | $20.6M | $100K | 0 |
| Performa (Us) International Equity Fund | Other Private Fund | $8.0M | $100K | 0 |
| Ansonborough Liquid Macro Fund, Lp | Hedge Fund | $427K | $500K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Comerica Bank Trust National Association $566M (13% of AUM) Jun 2026
- State Street $468M (10% of AUM) Jun 2026
- Wilmington Trust Company $241M (5% of AUM) Jun 2026
- U.S. Bank $232M (5% of AUM) Jun 2026
- Computershare $142M (4% of AUM) Apr 2024
- Keybanc Capital Markets Inc. $88.2M (4% of AUM) Mar 2022
- Northern Trust $52.0M (3% of AUM) Mar 2021
- Wells Fargo $35.8M (2% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗