INVESTMENT PERFORMANCE SERVICES LLC
Adviser information for INVESTMENT PERFORMANCE SERVICES LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $617.9M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $617.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $563.5M |
| Charitable organizations | <5 | $40.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $13.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 189 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsASSET ALLOCATION AND INVESTMENT GUIDELINES ADVICE |
|---|---|
| Compensation | Fixed feesPERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE |
Identifiers
| SEC RIA File Number | 801-33204 |
|---|---|
| SEC ERA File Number | 801-33204 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105527 |
| Legal Entity Identifier | None |
Principal Office
570 EAST YORK STREETSAVANNAH
GA
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 912-352-2862, Fax: 912-355-6866
Chief Compliance Officer
MITCHELL J. GREEN
CHIEF EXECUTIVE OFFICER
570 EAST YORK STREET
SAVANNAH
GA
United States
Tel:
912-352-2862
Fax:
912-355-6866
M*****@**********M
(Full email address available in API data)
Regulatory Contact
RICHARD I. SICHEL JR.
PRESIDENT | CHIEF OPERATING OFFICER
411 SOUTH STATE ST
SUITE 301
NEWTOWN
PA
United States
Tel:
215-867-2330
R******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCDONOUGH, CHRISTOPHER | Individual | – | CHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPAL | 09/2018 | < 5% |
| GREEN, MITCHELL, JOSEPH | Individual | – | CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | 01/2008 | 25-50% |
| SICHEL, RICHARD, IRA | Individual | – | MANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICER | 01/2008 | 25-50% |
| HOLMES, JENNIFER, MINK | Individual | – | SENIOR CONSULTANT, SENIOR PRINCIPAL | 09/2016 | 10-25% |