Investment Performance Services LLC
● SEC registered since 1988CRD 105527SEC# 801-33204Savannah, GA
Reg. AUM
$763.7M
Employees
34
Accounts
8
Location
Savannah, GA
Investment Performance Services LLC assets under management
Investment Performance Services LLC is a registered investment adviser overseen by the SEC based in Savannah, GA. The firm has been registered since 1988. It reports $763.7 million in regulatory assets under management and employs 34 people.
Investment Performance Services LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher McDonough Control | Chief Investment Officer, Senior Consultant, Partner | Under 5% | 2018 |
| Jennifer Mink Holmes Control | President, Senior Consultant, Senior Partner | 10-25% | 2025 |
| Michael Magee Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investment Performance Services LLC manage?
Investment Performance Services LLC reports $763.7 million in regulatory assets under management on its Form ADV.
How many employees does Investment Performance Services LLC have?
Investment Performance Services LLC reports 34 employees.
Where is Investment Performance Services LLC located?
Investment Performance Services LLC is based in Savannah, GA and has been SEC-registered since 1988.
Does Investment Performance Services LLC disclose fund performance?
Investment Performance Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 570 East York Street, Savannah, GA 31401 |
| Phone | 912-352-2862 |
| Fax | 912-355-6866 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$763.7M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$763.7Mregulatory AUM
Discretionary $763.7M