SourcingSourcing

PERFORMA LIMITED (US), LLC

C36
CRD 154232·SEC 801-76943·CHARLESTON, SC
AUM
$4.49B
$1B+
Est. Revenue
$44.9M
@ 1% on AUM
Est. EBITDA
$13.5M
@ 30% margin
Est. Deal Value
$107.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERFORMA LIMITED (US), LLC
CRD
154232
SEC file #
801-76943
EIN
000000000
DBA names
—

Economics

AUM
$4.49B
AUM band
$1B+
AUM trajectory
'20'26
$1.62B → $4.49B▲ +177%
Client mix
Insurance Companies40
Pooled Investment Vehicles7

Operations

Employees (total)
18
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
performaltd.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KILBORN, DAVID, THOMPSON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
KILBORN, DAVID, THOMPSON
PERFORMA LIMITED HOLDINGS, L.P.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PERFORMALTD.COM
Rdap Domain Creation Date
2014-06-23T14:40:30Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
17
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001686544
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2016-10-20
Edgar Last Filing Date
2026-01-12
Edgar Form D Count
13
Edgar Form D Offerings
2026-01-122026-01-12 · 0001686544-26-000001
2025-01-102025-01-10 · 0001686544-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers2
U.s. Bank2
State Street2
Edgar Addresses
Mailing
C/O PERFORMA LIMITED (US), LLC14 N. ADGERS WHARFCHARLESTON, SC 29401
Business
C/O PERFORMA LIMITED (US), LLC14 N. ADGERS WHARFCHARLESTON, SC 29401
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-12 · 0001686544-26-000001
D/A2025-01-10 · 0001686544-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-20T11:59:59Z
Rdap Domain Last Changed
2022-09-16T14:34:46Z
Rdap Nameservers
Bob.ns.cloudflare.comElsa.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2314307
Trust Company Affiliate
No

People (6)

6
DAVID THOMPSON KILBORN
Direct Owner · 62.5%
2314307
CAVACO, KATHY, MARIE
Direct Owner · 7.5%
4413767
GOLDER, JASON, MICHAEL
Direct Owner · 7.5%
6063578
MCINTYRE, SCOTT, MICHAEL
Direct Owner · 7.5%
2791508
MILDRUM, ROBERT, SCOTT
Direct Owner · 7.5%
5110420
PRESCOTT, SANDI, MARTIN
Direct Owner · 7.5%
6061514