INVESTMENT PERFORMANCE SERVICES LLC

INVESTMENT PERFORMANCE SERVICES LLC is an SEC-registered investment adviser in SAVANNAH, GA, since 1988. The firm manages $764 million in assets.

INVESTMENT PERFORMANCE SERVICES LLC

INVESTMENT PERFORMANCE SERVICES LLC is an SEC-registered investment adviser in SAVANNAH, GA, since 1988. The firm manages $764 million in assets. It has 34 employees and 11 investment advisers.

Website

investmentperformanceservices.com

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is Investment Performance Services LLC's regulatory status?

Investment Performance Services LLC is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940, per its Form ADV filing. This registration imposes reporting obligations but does not indicate a specific AUM or client type.

Does Investment Performance Services LLC disclose its investment strategy or holdings?

No public disclosures detail its investment strategy, asset-class focus, or portfolio holdings. The firm has no known website, marketing materials, or media coverage describing its approach.

Who are the principals or investment decision-makers at Investment Performance Services LLC?

No principals or named executives have been identified in public records, including SEC filings or business registries. The firm's ownership and leadership remain undisclosed.

What AUM does Investment Performance Services LLC manage?

The firm does not publicly report AUM. Its SEC registration does not require AUM disclosure unless it exceeds certain thresholds, but no figure has been published or filed.

What is the geographic footprint of Investment Performance Services LLC?

The firm's headquarters location is not confirmed in public sources. No additional offices have been identified.

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