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

Website

www.performaltd.com

Revenue

$13.4 Million

Industry

Finance Securities Trading

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 MediaSIC Code 62,628NAICS Code 52,523Show more

Performa Org Chart

PhoneEmail
JJ
United States flag for contact location.
John James

Head of Business Development

PhoneEmail
AS
United States flag for contact location.
Adam Sicard

Operations Head of Portfolio Management

PhoneEmail
WM
United States flag for contact location.
Warren Miller

Head of Relationship Management

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SP
United States flag for contact location.
Sandi Prescott

Head of Client Service

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MR
United States flag for contact location.
Michael Reavill

Associate Portfolio Manager

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PM
United States flag for contact location.

Portfolio Manager

PhoneEmail
JG
United States flag for contact location.

Senior Portfolio Manager, Fixed Income

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TC
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Relationship Manager

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SM
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Macro and Economic Strategist

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Compare Similar Companies to Performa

Compare insights from companies similar to Performa, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Performa

$13.4M
11-50
Private
<$5M
1992
JJ
John JamesHead of Business Development
NorthCoast Asset Manageme...
$8.6M
11-50
Private
<$5M
1988
JK
Jason KruglyVice President
Sawgrass Asset Management
$5.9M
11-50
Private
<$5M
1998
Alicia Dator, President, CCO at Sawgrass Asset Management
Alicia DatorPresident, CCO
SSI Investment Management
$5.8M
11-50
Private
-
1973
GD
George DouglasChief Investment Officer
KCM Investment Advisors
<$5M
11-50
Private
<$5M
2000
JK
Jay KellettFounder & CEO & Chief Information Officer
Scholtz
<$5M
1-10
Private
-
1994
Peter Scholtz, President at Scholtz
Peter ScholtzPresident
Netherby Advisors
<$5M
1-10
Private
-
2007
TH
Thomas HoffmanChief Investment Officer
Illustration of an envelope

Performa Tech Stack

A closer look at the technologies used by Performa

Squarespace Online Stores

By

Squarespace
Adobe Typekit

By

Adobe
YouTube

By

Google
Cloudflare DNS

By

Cloudflare
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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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