# Investment Performance Services LLC

> 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.

- CRD: 105527
- Filed as: INVESTMENT PERFORMANCE SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105527
- AdvisorCensus page: https://advisorcensus.com/firm/investment-performance-services-llc-savannah-ga-105527

## Quick answers

**How is Investment Performance Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Performance Services LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Investment Performance Services LLC located?**
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).

**Is Investment Performance Services LLC registered with the SEC or a state?**
Investment Performance Services LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105527.

**How much does Investment Performance Services LLC manage?**
Investment Performance Services LLC reports $763,736,810 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Investment Performance Services LLC's assets and staff changed since 2021?**
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.

**Does Investment Performance Services LLC report any disciplinary disclosures?**
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

**Does Investment Performance Services LLC state an account minimum?**
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."

**What changed in Investment Performance Services LLC's recent Form ADV filings?**
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> IPS does not have any minimum requirements (such as minimum account size) to open or maintain a client account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $763,736,810
- Discretionary: $763,736,810
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $624,008,604 |
| Corporations or other businesses not listed above | Fewer than 5 | $14,397,922 |
| Other | Fewer than 5 | $125,330,284 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1988 (37 years)
- Employees: 34 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newtown, PA

### Websites listed on Form ADV (Item 1.I)
- ips-net.com
- LinkedIn @investment-performance-services-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $484,000,000 | 36 | September 9, 2021 |
| October 2022 | $516,600,000 | 37 | March 30, 2022 |
| October 2023 | $495,000,000 | 38 | March 30, 2023 |
| October 2024 | $617,900,000 | 32 | March 27, 2024 |
| October 2025 | $746,000,000 | 34 | March 24, 2025 |
| October 2026 | $763,736,810 | 34 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Performance Services LLC (CRD 105527): Form ADV filing data as of October 2026.