Performa Employee Directory

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.

Find Performa employees' phone numbers or email addresses

Performa Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Cyprus
    1

Performa's Leadership

  • Stylized image of a person
    D. K.
    Chief Investment Officer & President
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  • Stylized image of a person
    K. C.
    Chief Compliance Officer
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    J. J.
    Head Of Business Development
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  • Stylized image of a person
    A. S.
    Head Of Portfolio Management Operations
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    S. P.
    Head Of Client Service
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    S. M.
    Partner, Senior Portfolio Manager
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    T. B. C.
    Relationship Manager
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  • Stylized image of a person
    W. M.
    Senior Relationship Manager
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Contact profiles from Performa

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. K.
    Chief Investment Officer & President
    Phone icon
    United StatesSouth Carolina
    Nov 11, 2025
  • Stylized image of a person
    S. M.
    Partner, Senior Portfolio Manager
    Phone icon
    United StatesVermont
    Nov 06, 2025
  • Stylized image of a person
    K. C.
    Chief Compliance Officer
    Phone icon
    United StatesSouth Carolina
    Nov 11, 2025
  • Stylized image of a person
    J. J.
    Head Of Business Development
    Phone icon
    United StatesVermont
    Aug 15, 2025
  • Stylized image of a person
    A. S.
    Head Of Portfolio Management Operations
    Phone icon
    United StatesVermont
    Nov 11, 2025
  • Stylized image of a person
    S. P.
    Head Of Client Service
    Phone icon
    United StatesVermont
    Jun 30, 2025
  • Stylized image of a person
    T. B. C.
    Relationship Manager
    Phone icon
    United StatesSouth Carolina
    Nov 11, 2025
  • Stylized image of a person
    W. M.
    Senior Relationship Manager
    Phone icon
    United StatesSouth Carolina
    Nov 06, 2025
  • Stylized image of a person
    M. R.
    Associate Portfolio Manager
    Phone icon
    United StatesVermont
    Nov 11, 2025
  • Stylized image of a person
    J. G.
    Senior Fixed Income Portfolio Manager
    Phone icon
    United StatesVermont
    Nov 11, 2025

Frequently Asked Questions

What is Performa known for?

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Performa was founded in 1992 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Performa's company overview page for more information.

What is Performa's most common email format?

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Performa employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Performa email formats with LeadIQ.

How many employees does Performa have currently?

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Performa has approximately 23 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Performa's key employees and leadership?

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As of December 2025, Performa's key employees include:

  • Chief Investment Officer & President: D. K.
  • Chief Compliance Officer: K. C.
  • Head Of Business Development: J. J.
  • Head Of Portfolio Management Operations: A. S.
  • Head Of Client Service: S. P.

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