| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher McDonough Control | Chief Investment Officer, Senior Consultant, Principal | Under 5% | 2018 |
| Jennifer Mink Holmes Control | Senior Consultant, Senior Principal | 10-25% | 2016 |
| Mitchell Joseph Green Control | Chief Executive Officer, Managing Principal, Chief Compliance Officer | 25-50% | 2008 |
Investment Performance Services LLC reports $746 million in regulatory assets under management on its Form ADV.
Investment Performance Services LLC reports 34 employees.
Investment Performance Services LLC is based in Savannah, GA and has been SEC-registered since 1988.
Investment Performance Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $746M |
| Non-discretionary | $0 |
| Total (RAUM) | $746M |