Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P.

CIK: 0001686544·Pooled Investment Fund·CHARLESTON, SC

Reported Sold

$196,850,863

Total Filings

Identified Offerings

Last Filed

Jan 12, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 3 unlinked amendments excluded.

Offering filing timeline

Jan 12, 2026Form D/A — Amendment

Reported sold: $482,456,976 · Target: N/A

No verified predecessor available.

Rule 506(b)·60 investors·Section 3(c), Section 3(c)(1)

Jan 10, 2025Form D/A — Amendment

Reported sold: $365,493,323 · Target: Indefinite

Rule 506(b)·63 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Offering target, Reported investors, Sales commissions, Finders fees, Non-accredited investors

Jan 10, 2024Form D/A — Amendment

Reported sold: $226,608,613 · Target: N/A

No verified predecessor available.

Rule 506(b)·49 investors·Section 3(c), Section 3(c)(1)

Oct 13, 2023Form D/A — Amendment

Reported sold: $196,850,863 · Target: Indefinite

Rule 506(b)·48 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Oct 14, 2022Form D/A — Amendment

Reported sold: $172,060,648 · Target: Indefinite

Rule 506(b)·42 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Oct 14, 2021Form D/A — Amendment

Reported sold: $133,678,257 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Exemptions

Oct 15, 2020Form D/A — Amendment

Reported sold: $108,993,436 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Oct 9, 2019Form D/A — Amendment

Reported sold: $55,773,109 · Target: Indefinite

Rule 506(b)·25 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Oct 19, 2018Form D/A — Amendment

Reported sold: $40,066,900 · Target: Indefinite

Rule 506(b)·19 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Oct 17, 2017Form D/A — Amendment

Reported sold: $19,713,318 · Target: Indefinite

Rule 506(b)·15 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Oct 17, 2017Form D/A — Amendment

Reported sold: $16,045,500 · Target: Indefinite

Rule 506(b)·15 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Oct 17, 2017Form D/A — Amendment

Reported sold: $19,287,500 · Target: Indefinite

Rule 506(b)·15 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Oct 20, 2016Form D — New notice

Reported sold: $16,045,500 · Target: Indefinite

Rule 506(b)·15 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

92%

Latest reported sold across 1 identified offering

$196,850,863

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

3 unlinked amendments excluded.

Key People

Performa Limited Partners I, LLC

Promoter

Appears on 13 filings

David T. Kilborn

Executive Officer, Director

Appears on 13 filings

Performa Limited (US), LLC

Promoter

Appears on 13 filings

Kathy M. Nicholl

Related Person

Appears on 9 filings

Kathy M. Cavaco

Executive Officer

Appears on 4 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 12, 2026	Amendment	N/A	$482,456,976	60
Jan 10, 2025	Amendment	Indefinite	$365,493,323	63
Jan 10, 2024	Amendment	N/A	$226,608,613	49
Oct 13, 2023	Amendment	Indefinite	$196,850,863	48
Oct 14, 2022	Amendment	Indefinite	$172,060,648	42
Oct 14, 2021	Amendment	Indefinite	$133,678,257	31
Oct 15, 2020	Amendment	Indefinite	$108,993,436	32
Oct 9, 2019	Amendment	Indefinite	$55,773,109	25
Oct 19, 2018	Amendment	Indefinite	$40,066,900	19
Oct 17, 2017	Amendment	Indefinite	$19,287,500	15
Oct 17, 2017	Amendment	Indefinite	$16,045,500	15
Oct 17, 2017	Amendment	Indefinite	$19,713,318	15
Oct 20, 2016	New	Indefinite	$16,045,500	15

Filing History

Amendment insights

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Company Info

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Offering filing timeline

Fundraising Profile

Key People

Filing History

Filing History

Amendment insights

Comparable issuers

Comparable issuers

Company Info

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Track Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P.

Frequently Asked Questions

What amount sold does Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P. report in Form D filings?

When was Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P.'s most recent SEC filing?

How many investors does Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P. have?

Want to track companies like Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P.?

Comparable issuers

Offering filing timeline

Fundraising Profile

Key People

Frequently Asked Questions

What amount sold does Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P. report in Form D filings?

When was Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P.'s most recent SEC filing?

How many investors does Performa (US) Intermediate Bond Fund, a series of Performa (US) Series Fund, L.P. have?

Filing History