How many investors does Performa (US) Equity Fund, a series of Performa (US) Series Fund, LP have?

The most recent Form D filing lists 25 investor(s).

Performa (US) Equity Fund, a series of Performa (US) Series Fund, LP

CIK: 0001765158·Pooled Investment Fund·CHARLESTON, SC·Limited Partnership

Reported Sold

$37,844,127

Total Filings

Identified Offerings

Last Filed

Jan 8, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 2 unlinked amendments excluded.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Jan 8, 2025Form D/A — Amendment

Reported sold: $41,585,978 · Target: Indefinite

Rule 506(b)·25 investors·Section 3(c), Section 3(c)(1)

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

Jan 10, 2024Form D/A — Amendment

Reported sold: $41,585,978 · Target: N/A

No verified predecessor available.

Rule 506(b)·25 investors·Section 3(c), Section 3(c)(1)

Jan 13, 2023Form D/A — Amendment

Reported sold: $37,844,127 · Target: Indefinite

Rule 506(b)·24 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Jan 14, 2022Form D/A — Amendment

Reported sold: $28,020,577 · Target: Indefinite

Rule 506(b)·27 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Exemptions

Jan 14, 2021Form D/A — Amendment

Reported sold: $13,763,777 · Target: Indefinite

Rule 506(b)·11 investors·Section 3(c), Section 3(c)(1), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Jan 15, 2020Form D/A — Amendment

Reported sold: $8,299,620 · Target: Indefinite

Rule 506(b)·9 investors·Section 3(c), Section 3(c)(1), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Exemptions

Jan 17, 2019Form D — New notice

Reported sold: $3,769,525 · Target: Indefinite

Rule 506(b)·7 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

86%

Latest reported sold across 1 identified offering

$37,844,127

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

2 unlinked amendments excluded.

Key People

Performa Limited Partners I, LLC

Director

Appears on 7 filings

David T. Kilborn

Executive Officer

Appears on 7 filings

Performa Limited (US), LLC

Director

Appears on 7 filings

Kathy M. Nicholl

Related Person

Appears on 5 filings

Kathy M. Cavaco

Director

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 8, 2025	Amendment	Indefinite	$41,585,978	25
Jan 10, 2024	Amendment	N/A	$41,585,978	25
Jan 13, 2023	Amendment	Indefinite	$37,844,127	24
Jan 14, 2022	Amendment	Indefinite	$28,020,577	27
Jan 14, 2021	Amendment	Indefinite	$13,763,777	11
Jan 15, 2020	Amendment	Indefinite	$8,299,620	9
Jan 17, 2019	New	Indefinite	$3,769,525	7

Filing History

Amendment insights

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Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Nexus MVA Fund I LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 23, 2026