What is Performa?
Founded in 1992 and headquartered in Charleston, SC, Performa operates as an independent, employee-owned investment management firm. The company specializes in a comprehensive suite of financial services, including portfolio management, asset management for captives, fixed income management, and equity management. Performa's commitment to client services is a cornerstone of its operational philosophy, positioning it as a trusted partner in wealth and asset management.
How much funding has Performa raised?
Performa has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
What's next for Performa?
The recent strategic investment of $350K into Performa, a firm with a substantial total funding of $350K, indicates a strong confidence from its backers in its long-term viability and expansion potential. This capital is likely to fuel further development of its specialized investment strategies, enhance its technological infrastructure, and potentially broaden its market reach. As an employee-owned entity, Performa's strategic decisions are often aligned with sustained growth and client-centric value creation, suggesting that this new financing will be deployed to reinforce its competitive advantages and explore new avenues for service innovation.
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