Insights

Niche Market Focus Performa specializes in institutional asset management tailored specifically for Captive Insurance companies, providing a unique opportunity to develop targeted financial solutions and advisory services that address the regulatory, risk management, and liability needs within this niche sector.

International Presence With offices in Bermuda, Vermont, and South Carolina, Performa offers a strategic geographical footprint that can be leveraged to expand into emerging markets and support clients across various domestic and international captive domiciles.

Strong Industry Expertise Having over 30 years of dedicated experience in the Captive industry and maintaining a dedicated team, Performa presents an opportunity to offer specialized investment products and consultancy services that highlight its deep market knowledge and longevity.

Technologically Enabled Utilizing a modern tech stack, including cloud-based solutions and digital engagement tools, Performa is positioned to improve client onboarding, reporting, and communication processes, which can be attractive to firms seeking advanced technological partnerships.

Financial Performance Trends Recent quarterly results show steady earnings and revenue, alongside increased institutional holdings, indicating a resilient financial standing that can attract new investors or strategic partners interested in partnering with a financially stable, industry-specific asset manager.

Performa Tech Stack

Performa uses 8 technology products and services including Cloudflare, Mailchimp, Font Awesome, and more. Explore Performa's tech stack below.

  • Cloudflare
    Content Management System
  • Mailchimp
    Email
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • Apache
    Web Servers

Media & News

Performa's Email Address Formats

Performa uses at least 2 format(s):
Performa Email FormatsExamplePercentage
Last@performausa.comDoe@performausa.com
67%
FLast@performausa.comJDoe@performausa.com
33%
FLast@performaltd.comJDoe@performaltd.com
50%
FLast@performaltd.comJDoe@performaltd.com
50%

Frequently Asked Questions

What is Performa's phone number?

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You can contact Performa's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Performa's stock symbol?

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Performa is a publicly traded company; the company's stock symbol is PFGC.

What is Performa's official website and social media links?

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Performa's official website is performaltd.com and has social profiles on LinkedIn.

What is Performa's NAICS code?

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Performa's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Performa have currently?

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As of December 2025, Performa has approximately 23 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer & President: D. K.Chief Compliance Officer: K. C.Head Of Business Development: J. J.. Explore Performa's employee directory with LeadIQ.

What industry does Performa belong to?

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Performa operates in the Investment Management industry.

What technology does Performa use?

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Performa's tech stack includes CloudflareMailchimpFont AwesomeGoogle Fonts APIjQueryLightboxPHPApache.

What is Performa's email format?

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Performa's email format typically follows the pattern of Last@performausa.com. Find more Performa email formats with LeadIQ.

When was Performa founded?

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Performa was founded in 1992.

Performa

Investment ManagementSouth Carolina, United States11-50 Employees

Performa is an institutional investment management firm catering to Captive Insurance companies in the U.S. and abroad.  We are one of the largest independent asset managers dedicated to the Captive industry. Our offices are located in the key Captive domiciles of Bermuda, Vermont and South Carolina.  

Our internal fixed income and equity strategies, coupled with preferred sub-advisory relationships in key asset classes, are geared towards the regulatory, risk management and liability needs of our Captive Insurance clients.

We're a 100% employee owned firm with over 30 years of asset management within the Captive industry.  Continuity of our approach, the longevity of our team and a flexibility in our thinking are our hallmarks.

Wherever your Captive Insurance company is domiciled, Performa can assist in achieving maximum efficiency with the right balance sheet management.  Our clients never wonder who is actually managing their investments with a direct line of contact to their servicing and portfolio management team.

Section iconCompany Overview

Phone number
Stock Symbol
PFGC
NAICS Code
5239 - Other Financial Investment Activities
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $1B$10B

    Performa's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Performa's revenue is estimated to be in the range of $1B$10B

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