Performance Trust Capital Partners, LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
285
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
36155
Registered since
April 29, 1994

Firm profile

FINTRX

Overview

Performance Trust Capital Partners, LLC is organized as a limited liability company and has been SEC-registered since 1994. The firm is classified as an investment bank rather than a traditional wealth manager; its snapshot profile indicates it does not function as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Owner type is listed as a domestic entity/individual. The dataset does not provide a breakdown of advisory services or fee schedules.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 43%, US Government Bonds 35%, Other 14%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 3%43%
  • State & Local Bonds43%
  • US Government Bonds35%
  • Other14%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds3%

Owners & executives

3 of 3
  • Chirag Shah

    Chirag Shah

    Partner, CEOCRD 4838599

  • Ryan Gazda

    Ryan Gazda

    Chief Financial OfficerCRD 4230980

  • David Salutric

    David Salutric

    Chief Operating OfficerCRD 6146435

Contacts

3 of 282
  • Lee Deappolonio

    Lee Deappolonio

    Director of Client ServicesCRD 5698899

  • Karl Brorson

    Karl Brorson

    Director of Balance Sheet StrategiesCRD 5091122

  • Marina Petrushin

    Marina Petrushin

    AnalystCRD 6675490

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
500 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth