Investment Performance Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Savannah, GA. Its latest Form ADV filing, dated March 26, 2026, reports $764M in regulatory assets under management, 34 employees, 1 office, and 8 accounts.
ASSETS UNDER ADVISEMENT FOR TRAINING FUNDS<5 clients
EDUCATION FUNDS OR ENDOWMENT FUNDS/CLIENTS<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$764Mas of March 26, 2026
Discretionary100.0%
$764M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$764M
Total Accounts8
10Y AUM Change+$736M (+2627.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee—
10Y Employee Change+8 (+30.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.