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INVESTMENT PERFORMANCE SERVICES LLC
CRD 105527File 801-33204
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$763.7M
Above cohort median (national)
Discretionary AUM
$763.7M
Clients
0
8 accounts
Employees
34
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 3, 1988
- Principal office
- 570 EAST YORK STREET, SAVANNAH, GA, 31401
- Phone
- 912-352-2862
- Website
- HTTP://WWW.IPS-NET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $763.7M
- Discretionary AUM
- $763.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.4M |
| Pension and profit sharing plans | Fewer than 5 | $624.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $746,000,000 | $763,736,810 | increased by$17,736,810 |
| Apr 1, 2026 | Accounts | 4 | 8 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 34 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $516,600,000 | $746,000,000 | increased by$229,400,000 |
| Apr 1, 2022 | Employees | 36 | 37 | increased by1 |
| Apr 1, 2022 | Clients | 165 | 0 | decreased by165 |
| Apr 1, 2022 | AUM | $484,000,000 | $516,600,000 | increased by$32,600,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENT PERFORMANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT PERFORMANCE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.