Portfolio Manager · Performa Limited (US), LLC
Jason M. Golder
CRD 6063578 · Named on Form ADV at one SEC-registered adviser
At a glance
Performa Limited (US), LLC, an SEC-registered asset manager based in Charleston, SC with $4.5 billion in regulatory assets, lists Jason M. Golder on its Form ADV as Portfolio Manager, a control person.
Firms and roles
- Performa Limited (US), LLCPortfolio ManagerAsset manager · Charleston, SC · $4.5B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David T. KilbornManaging Member, Chief Investment Officer & President, Performa Limited (US), LLC
- Kathy M. CavacoChief Compliance Officer, Performa Limited (US), LLC
- Scott M. McIntyrePortfolio Manager, Performa Limited (US), LLC
- Robert S. MildrumEconomic & Macro Quantitative Strategist, Performa Limited (US), LLC
- Sandi M. PrescottHead of Client Service, Performa Limited (US), LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.