Asset manager · Savannah, GA
Investment Performance Services LLC
SEC-registered investment adviser · CRD 105527 · SEC 801-33204
At a glance
Investment Performance Services LLC is an SEC-registered investment adviser based in Savannah, Georgia, with $764 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,490th of 3,218 asset managers and 6,258th of 17,210 SEC-registered advisers by assets.
Main office 912-352-2862ips-net.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $764M
- Rank among asset managers
- #1,490 of 3,218
- Rank among all SEC RIAs
- #6,258 of 17,210
- Rank in Georgia
- #119 of 331
- Clients
- 0
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 34
- Advisory staff
- 11
- Offices
- 2
Owners and executives on its Form ADV
- Richard I. SichelChief Executive Officer, Senior Consultant, Managing Partner
- Jennifer M. HolmesPresident, Senior Consultant, Senior Partner
- Christopher McDonoughChief Investment Officer, Senior Consultant, Partner
- Michael MageeChief Operating Officer & Chief Compliance Officer
Custody and brokerage
Custodian
Investment Performance Services LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | – | $624M | 82% |
| Other | – | $125M | 16% |
| Corporations or other businesses | – | $14M | 2% |
Disciplinary disclosures
Investment Performance Services LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗ips-net.com ↗
AtlasMembers
The full record on Investment Performance Services LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,018 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Investment Performance Services LLC manage?
Investment Performance Services LLC reports $764 million in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Investment Performance Services LLC?
Investment Performance Services LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Investment Performance Services LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($624 million); other ($125 million); corporations or other businesses ($14 million).
Does Investment Performance Services LLC have any disciplinary history?
Investment Performance Services LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Investment Performance Services LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →