Firm Overview

Performa is an independent, employee owned asset management firm, focused on providing customized investment solutions for captive insurance companies and institutional investors.

Leadership

Performa is 100% employee owned. Our team has a┬ávested interest in the success of the organization and we are accountable only to our clients. Performa’s Senior Investment and Relationship Management professionals have an average of more than 15 years in the industry.

History

Founded in 1992 by Hugh Barit, Chairman and CEO, P.R.P. Performa Ltd., based in Bermuda, serves the off-shore captive insurance and reinsurance markets. In 2012, the establishment of Performa Limited (US), LLC brought our investment capabilities to the U.S. market with offices in Burlington, VT and Charleston, SC. Our global team has extensive experience in managing assets for captive and traditional insurance companies, public and private pension plans, DC plans, mutual funds and other corporate mandates. Today, Performa has over $3.99 Billion in global assets under management and advisement, covering over 65 captive client relationships worldwide (as of September 30, 2017).

Locations

With offices in leading captive insurance domiciles, including Vermont and South Carolina (Performa Limited (US), LLC) and Bermuda (P.R.P. Performa Ltd.), Performa is committed to delivering localized client service designed to meet the unique needs of each investor.