RIA Intelligence

INVESTMENT PERFORMANCE SERVICES LLC

CRD #105527 SEC #801-33204 SAVANNAH, GA 912-352-2862
SEC Registered
Total AUM
$746M
Discretionary
$746M
Employees
34
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CATINGTON, JAMES, DOUGLASISENIOR VICE PRESIDENTNA
MCDONOUGH, CHRISTOPHERICHIEF INVESTMENT OFFICER, SENIOR CONSULTANTNA Control
MCDONOUGH, CHRISTOPHERICHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPALNA Control
MCDONOUGH, CHRISTOPHERICHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPALNA Control
MCDONOUGH, CHRISTOPHERICHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPALNA Control
MCDONOUGH, CHRISTOPHERICHIEF INVESTMENT OFFICER, SENIOR CONSULTANT, PRINCIPALNA Control
McDonough, ChristopherICHIEF INVESTMENT OFFICER, SENIOR CONSULTANTNA Control
McDonough, ChristopherICO-CHIEF INVESTMENT OFFICERNA Control
McDonough, ChristopherICHIEF INVESTMENT OFFICER, SENIOR CONSULTANTNA Control
McDonough, ChristopherICHIEF INVESTMENT OFFICER, SENIOR CONSULTANTNA Control
McDonough, ChristopherICHIEF INVESTMENT OFFICER, SENIOR CONSULTANTNA Control
SKINNER, HERBERT, CLIFTONICHAIRMAN EMERITUSNA
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHAIRMAN & MANAGING DIRECTORNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICHIEF INVESTMENT OFFICERNA Control
STATTS, JOHN, FREDERICKICO-CHIEF INVESTMENT OFFICERNA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENTNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENTNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CONTROLLERNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CONTROLLERNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENTNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CONTROLLERNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CONTROLLERNA Control
WHITMORE, JOHN, FRANCISICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CONTROLLERNA Control
GREEN, MITCHELL, JOSEPHICHIEF OPERATING OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF OPERATING OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPALC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
GREEN, MITCHELL, JOSEPHICHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICERC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICERC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICERC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICERC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICERC Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENT, CHIEF OPERATING OFFICERC Control
SKINNER, HERBERT, CLIFTONIMANAGING PRINCIPALC Control
SKINNER, HERBERT, CLIFTONIMANAGING PRINCIPALC Control
SKINNER, HERBERT, CLIFTONIMANAGING PRINCIPALC Control
SKINNER, HERBERT, CLIFTONIMANAGING PRINCIPALC Control
SKINNER, HERBERT, CLIFTONIPRESIDENT, MANAGERC Control
STATTS, JOHN, FREDERICKIMANAGING DIRECTORC Control
GREEN, MITCHELL, JOSEPHIEXECUTIVE V.P., SECRETARY, MANAGING DIRECTORB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPAL, OWNERB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPAL, OWNERB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, SENIOR PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, SENIOR PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, SENIOR PRINCIPALB Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, SENIOR PRINCIPALB Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALB Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALB Control
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALB Control
LANGE, STEPHEN, JOHNIFIRST VICE PRESIDENTB
LANGE, STEPHEN, JOHNIMANAGING PRINCIPALB Control
LANGE, STEPHEN, JOHNIPRINCIPALB Control
LANGE, STEPHEN, JOHNIPRINCIPAL, SENIOR CONSULTANTB Control
LANGE, STEPHEN, JOHNIPRINCIPALB Control
LANGE, STEPHEN, JOHNIPRINCIPAL, SENIOR CONSULTANTB Control
SHANKLIN, THOMAS, RANDALLIPRESIDENT AND MANAGING DIRECTORB Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPALB Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPALB Control
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTB Control
SICHEL, RICHARD, IRAISENIOR VICE PRESIDENT, PRINCIPALB
SICHEL, RICHARD, IRAIMANAGING PRINCIPAL, PRESIDENTB Control
SKINNER, HERBERT, CLIFTONIEXECUTIVE V.P., TREASURER, MANAGING DIRECTORB Control
CATINGTON, JAMES, DOUGLASISR. VP, SECRETARY, TREASURERA Control
GREEN, MITCHELL, JOSEPHISR. VPA Control
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPAL, OWNERA
HOLMES, JENNIFER, MINKISENIOR CONSULTANT, PRINCIPAL, OWNERA
SHANKLIN, THOMAS, RANDALLISR. VPA Control
SKINNER, HERBERT, CLIFTONISR. VPA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND PRINCIPALA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND PRINCIPALA Control
TUTTLE, SUSAN, CATHERINEICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND PRINCIPALA Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (1)

PA

Address

570 EAST YORK STREET
SAVANNAH, GA 31401
United States
Phone: 912-352-2862