Performa

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

701 E Bay St Ste 405, Charleston, South ...

Phone Number

(441) 295-6754

Revenue

$13.4 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About Performa

Performa is an independent, employee-owned investment management firm, founded in 1992 and headquartered in Charleston, SC. The company offers services including portfolio management, asset management for captives, fixed income management, equity management and client services.Explore more
Performa's Social MediaPopular SearchesPerforma Limited LLCPerforma LtdPerforma Funds LLCPerforma Limited( USPerforma Limited( US) LLCSIC Code 62,628NAICS Code 52,523Show more

Performa Org Chart

PhoneEmail
SP
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Head of Client Service

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AS
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Operations Head of Portfolio Management

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JJ
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Head of Business Development

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WM
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Senior Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Performa

$13.4M
11-50
Private
<$5M
1992
SP
Sandi PrescottHead of Client Service
$8.6M
11-50
Private
<$5M
1988
JK
Jason KruglyVice President
$5.9M
11-50
Private
<$5M
1998
Alicia Dator, President, CCO at Sawgrass Asset Management
Alicia DatorPresident, CCO
$5.8M
11-50
Private
-
1973
GD
George DouglasChief Investment Officer
<$5M
11-50
Private
<$5M
2000
JK
Jay KellettFounder & CEO & Chief Information Officer
<$5M
1-10
Private
-
1994
AD
Aygul DashlyClient EA Relationship Manager
<$5M
1-10
Private
-
2007
TH
Thomas HoffmanChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Performa is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Performa is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Performa.

Performa financials insights

Gather financial insights about Performa, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Performa's Financials Insights

Performa Tech Stack

A closer look at the technologies used by Performa

Top Finance Companies

Frequently Asked Questions Regarding Performa

What is Performa's official website?
Performa's official website is www.performaltd.com
What is Performa's Revenue?
Performa's revenue is $13.4 Million
What is Performa's SIC code?
Performa's SIC: 62,628
What is Performa's NAICS code?
Performa's NAICS: 52,523
How many employees does Performa have?
Performa has 11-50 employees
What industry does Performa belong to?
Performa is in the industry of: Finance, Securities Trading
What is Performa competition?
Performa top competitors include: NorthCoast Asset Management, Sawgrass Asset Management, KCM Investment Advisors, Scholtz
What technology does Performa use?
Some of the popular technologies that Performa uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Cloudflare DNS
How do I contact Performa?
Performa contact info: Phone number: (441) 295-6754 Website: www.performaltd.com
What does Performa do?

Performa is an independent, employee-owned investment management firm, founded in 1992 and headquartered in Charleston, SC. The company offers services including portfolio management, asset management for captives, fixed income management, equity management and client services.... Read More

What are Performa social media links?
Performa Linkedin page
Is Performa a public company?
Performa is private company therefore does not currently have an official ticker symbol
See more information about Performa

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