Firm Overview

Performa is a 100% employee-owned asset management firm focused on providing customized investment solutions for captive insurance companies and institutional investors.

History

Founded in 1992 by Hugh Barit, Performa has been managing captive balance sheet assets for more than 25 years. P.R.P. Performa Ltd. (PBDA) was initially established in Bermuda to serve the off-shore captive insurance and reinsurance markets. In 2012, we brought our investment and client service capabilities to the U.S. market with the registration of Performa Limited (US), LLC (PUSA) in Burlington, Vermont and Charleston, South Carolina. PBDA and PUSA are partners and are collectively known as “Performa.” PUSA is an SEC registered investment advisor while PBDA is registered and licensed to conduct investment business by the Bermuda Monetary Authority (BMA). Neither registration imply that the BMA or SEC has approved or disapproved of Performa services, products or strategies.

Leadership

As an employee-owned organization, our team has a vested 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 20 years in the industry.

Locations

With offices in three of the world’s leading captive insurance domiciles – Bermuda, Vermont and South Carolina – Performa is committed to delivering localized client service designed to meet the unique needs of each client.