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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

INVESTMENT PERFORMANCE SERVICES LLC

CRD 105527

SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e247c487-ee72-6eed-049e-26378ac17653

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Mar 23, 2012 to Mar 26, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.82 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $764MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $764M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 34
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 8
SEC number: 801-33204
CRD: 105527
Filings on the tape: 19
First filed: Mar 23, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, GA
Website: ips-net.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL PATRICK MAGEE	n/a	Newtown, PA \| SAVANNAH, GA	0	31	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GREEN, MITCHELL, JOSEPH	CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER	C	yes	01/2008	Mar 23, 2012	Mar 27, 2024
HOLMES, JENNIFER, MINK	SENIOR CONSULTANT, SENIOR PRINCIPAL	B	yes	09/2016	Feb 10, 2017	Mar 27, 2024
MCDONOUGH, CHRISTOPHER	CHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPAL	Na	yes	09/2018	Oct 17, 2018	Mar 27, 2024
SICHEL, RICHARD, IRA	MANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICER	C	yes	01/2008	Mar 23, 2012	Mar 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Newtown	Pa	United States	9	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$764M	$764M	34	11	1	n/a	n/a
2024	Mar 24, 2025	$746M	$746M	34	11	1	n/a	n/a
2023	Mar 27, 2024	$618M	$618M	32	15	1	n/a	n/a
2022	Mar 30, 2023	$495M	$495M	38	16	1	n/a	n/a
2021	Mar 30, 2022	$517M	$517M	37	12	1	n/a	n/a
2020	Mar 31, 2021	$484M	$484M	36	13	1	n/a	n/a
2019	Mar 11, 2020	$48.5M	$48.5M	33	13	1	n/a	n/a
2018	Mar 26, 2019	$32.7M	$32.7M	30	13	1	n/a	n/a
2017	Mar 12, 2018	$32.1M	$32.1M	30	12	1	n/a	n/a
2016	Feb 10, 2017	$28.0M	$28.0M	26	12	n/a	n/a	n/a
2015	Feb 5, 2016	n/a	n/a	25	12	n/a	n/a	n/a
2014	Mar 25, 2015	n/a	n/a	25	12	n/a	n/a	n/a
2013	Mar 10, 2014	n/a	n/a	35	12	n/a	n/a	n/a
2012	Mar 27, 2013	n/a	n/a	35	7	n/a	n/a	n/a
2011	Mar 23, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$764M	$746M	2.4%	$495M	15.6%	34	34	1	1

Relationships

Controls (4)

← GREEN, MITCHELL, JOSEPHOwnerCHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 23, 2012 to Mar 27, 2024factForm ADV
← HOLMES, JENNIFER, MINKOwnerSENIOR CONSULTANT, SENIOR PRINCIPAL, ownership code B, individual
Feb 10, 2017 to Mar 27, 2024factForm ADV
← SICHEL, RICHARD, IRAOwnerMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICER, ownership code C, individual
Mar 23, 2012 to Mar 27, 2024factForm ADV
← MCDONOUGH, CHRISTOPHEROwnerCHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPAL, ownership code NA, individual
Oct 17, 2018 to Mar 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 9, 2021
Control person left
Catherine Susan Tuttle (Chief Operating Officer, Chief Compliance Officer And Principal) no longer on Schedule A of Investment Performance Services Llc (listed 2021-03-31, absent 2021-09-09)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
John Stephen Lange (Principal, Senior Consultant) no longer on Schedule A of Investment Performance Services Llc (listed 2020-03-11, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person left
Frederick John Statts (Co-Chief Investment Officer) no longer on Schedule A of Investment Performance Services Llc (listed 2018-10-17, absent 2019-03-26)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Sep 16, 2026
Michael Patrick Magee registered as an investment adviser representative at Investment Performance Services Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e247c487-ee72-6eed-049e-26378ac17653
First observed: Mar 23, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INVESTMENT PERFORMANCE SERVICES LLC

CRD 105527

SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e247c487-ee72-6eed-049e-26378ac17653

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL PATRICK MAGEE

n/a

Newtown, PA | SAVANNAH, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GREEN, MITCHELL, JOSEPH

CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER

yes

01/2008

Mar 23, 2012

Mar 27, 2024

HOLMES, JENNIFER, MINK

SENIOR CONSULTANT, SENIOR PRINCIPAL

yes

09/2016

Feb 10, 2017

Mar 27, 2024

MCDONOUGH, CHRISTOPHER

CHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPAL

yes

09/2018

Oct 17, 2018

Mar 27, 2024

SICHEL, RICHARD, IRA

MANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICER

yes

01/2008

Mar 23, 2012

Mar 27, 2024

City

State

Country

Employees

Also broker-dealer

Newtown

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$764M

n/a

2024

Mar 24, 2025

$746M

n/a

2023

Mar 27, 2024

$618M

n/a

2022

Mar 30, 2023

$495M

n/a

2021

Mar 30, 2022

$517M

n/a

2020

Mar 31, 2021

$484M

n/a

2019

Mar 11, 2020

$48.5M

n/a

2018

Mar 26, 2019

$32.7M

n/a

2017

Mar 12, 2018

$32.1M

n/a

2016

Feb 10, 2017

$28.0M

n/a

2015

Feb 5, 2016

n/a

2014

Mar 25, 2015

n/a

2013

Mar 10, 2014

n/a

2012

Mar 27, 2013

n/a

2011

Mar 23, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$764M

$746M

2.4%

$495M

15.6%