Head of Client Service · Performa Limited (US), LLC
Sandi M. Prescott
CRD 6061514 · 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 Sandi M. Prescott on its Form ADV as Head of Client Service, a control person.
Firms and roles
- Performa Limited (US), LLCHead of Client ServiceAsset manager · Charleston, SC · $4.5B in regulatory assets
AtlasMembers
Sandi’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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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
- Jason M. GolderPortfolio Manager, Performa Limited (US), LLC
- Scott M. McIntyrePortfolio Manager, Performa Limited (US), LLC
- Robert S. MildrumEconomic & Macro Quantitative Strategist, 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 Sandi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.