Performa Limited (us), LLC

Performa Limited (US), LLC is an investment adviser firm registered with the SEC, specializing in fixed income and equity investment management services for institutions and investment vehicles. The firm was founded in April 2010 as Ansonborough Capital Management, LLC, later changing its name to Performa Limited (US), LLC in July 2012. Performa provides services on a fully discretionary or advisory basis, managing client accounts according to pre-determined guidelines and restrictions. For fixed income, Performa offers various strategies including money market, 1-3 year, 1-5 year, intermediate, and high yield fixed income. In equities, they offer U.S. large-cap, mid-cap, small-cap, and international equity strategies. The firm also provides asset allocation services and advisory recommendations to clients. Performa charges management fees based on a percentage of assets under management, with fees varying based on the type of client and services requested. The firm does not participate in performance-based fees or side-by-side management. Clients typically have a minimum account size of $1,000,000 for asset allocation and $2,500,000 for fixed income separate accounts. The firm acts as a fiduciary, providing investment discretion to clients and managing accounts in accordance with client investment guidelines. Performa does not engage in soft dollar transactions and has policies in place to ensure compliance with federal securities laws and prevent conflicts of interest. Clients receive regular reporting on portfolio valuations, performance, and market commentary. The firm does not receive compensation for the sale of securities or products.