{ "crd_number": 105527, "slug": "investment-performance-services-llc-savannah-ga-105527", "primary_business_name": "INVESTMENT PERFORMANCE SERVICES LLC", "legal_name": "INVESTMENT PERFORMANCE SERVICES LLC", "dbas": [], "city": "Savannah", "state": "GA", "country": "United States", "cbsa_code": "42340", "metro": { "cbsa_code": "42340", "common_name": "Savannah", "msa_name": "Savannah, GA", "path": "/advisors/ga/savannah" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1988-11-03", "years_registered": 37, "period": "2026-10-01", "filing_date": "2026-03-26", "carried_forward": false, "raum_total": 763736810.0, "raum_discretionary": 763736810.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 34, "advisory_employees": 11, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 125330284.0, "count": null, "description": "ASSETS UNDER ADVISEMENT FOR TRAINING FUNDS, EDUCATION FUNDS OR ENDOWMENT FUNDS/CLIENTS", "fewer_than_5": true }, "pension_profit_sharing": { "raum": 624008604.0, "count": null, "fewer_than_5": true }, "corporations_other_businesses": { "raum": 14397922.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "other" ], "advisory_activities": [ "educational_seminars", "other", "pension_consulting", "portfolio_management_businesses_institutional", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "PA" ], "websites": [ "https://ips-net.com", "https://linkedin.com/company/investment-performance-services-llc" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105527", "city_as_filed": "SAVANNAH", "url": "https://advisorcensus.com/firm/investment-performance-services-llc-savannah-ga-105527", "display_name": "Investment Performance Services LLC", "summary": "Investment Performance Services LLC is an SEC-registered investment advisory firm in Savannah, GA, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.", "citation": "AdvisorCensus. Investment Performance Services LLC (CRD 105527): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops", "Other" ], "quick_answers": [ { "q": "How is Investment Performance Services LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Investment Performance Services LLC reports these compensation arrangements: fixed fees (other than subscription fees); other." }, { "q": "Where is Investment Performance Services LLC located?", "a": "Investment Performance Services LLC's principal office is in Savannah, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Investment Performance Services LLC registered with the SEC or a state?", "a": "Investment Performance Services LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105527." }, { "q": "How much does Investment Performance Services LLC manage?", "a": "Investment Performance Services LLC reports $763,736,810 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)." }, { "q": "How have Investment Performance Services LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Investment Performance Services LLC: Regulatory assets under management: $484,000,000 in the October 2021 data and $763,736,810 in the October 2026 data, up 58%. Total employees: 36 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "Does Investment Performance Services LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105527" }, { "q": "Does Investment Performance Services LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"IPS does not have any minimum requirements (such as minimum account size) to open or maintain a client account.\"" }, { "q": "What changed in Investment Performance Services LLC's recent Form ADV filings?", "a": "In the February 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 484000000.0, "total_employees": 36, "filing_date": "2021-09-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 516600000.0, "total_employees": 37, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 495000000.0, "total_employees": 38, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 617900000.0, "total_employees": 32, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 746000000.0, "total_employees": 34, "filing_date": "2025-03-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 763736810.0, "total_employees": 34, "filing_date": "2026-03-26" } ], "recent_changes": [ { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 26, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "IPS does not have any minimum requirements (such as minimum account size) to open or maintain a client account." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "IPS does not have any minimum requirements (such as minimum account size) to open or maintain a client account." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/investment-performance-services-llc-savannah-ga-105527.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 624008604.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 14397922.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 125330284.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105527", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }