Performa Limited (US), LLC provides investment management and advisory services, focusing primarily on portfolio management and asset allocation. Performa specializes in fixed income strategies—including money market, short-term, intermediate, and high-grade bonds—as well as equity management using exchange-traded funds and sub-advisors. Performa serves institutional clients such as insurance companies, private funds, and other investment management firms. Performa operates on a discretionary and advisory basis, tailoring portfolios to meet specific client objectives and guidelines.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.30% |
| $20.0M - $50.0M | 0.28% |
| $50.0M - $100.0M | 0.23% |
| $100M+ | 0.20% |
Rates shown are for the multi-strategy oversight and advisory service. Separately managed account schedules vary by strategy, with Intermediate Fixed Income starting at 0.30% and Cash/Money Market starting at 0.175%.