PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 36155
- Registered since
- April 29, 1994
- Website
- www.performancetrust.com
Firm profile
FINTRXOverview
Performance Trust Capital Partners, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 1994. Snapshot fields list the owner type as a domestic entity and individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not designated a multi-state adviser in the dataset, and is not recorded as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds43%
- US Government Bonds35%
- Other14%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 3CHIRAG SHAH
Partner, CEOCRD 4838599
RYAN GAZDA
Chief Financial OfficerCRD 4230980
DAVID SALUTRIC
Chief Operating OfficerCRD 6146435
Contacts
3 of 276Lars Olson
Registered RepresentativeCRD 6626927
SEAN COLLINS
Managing DirectorCRD 5851834
IOANN GALITZINE
AnalystCRD 6418596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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