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 an LLC-style investment bank that has been SEC-registered since 1994. The firm is identified as a domestic entity with individual ownership elements. It does not present itself as a capital allocator and is not flagged as a multi-state investment adviser or an active ESG investor. Other advisory classifications such as pension consulting or related-adviser status are not indicated in the available data.
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 3
Chirag Shah
Partner, CEOCRD 4838599
Ryan Gazda
Chief Financial OfficerCRD 4230980
David Salutric
Chief Operating OfficerCRD 6146435
Contacts
3 of 278
Lars 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
Similar firms
Access Financial Group, Inc.
Broker-DealerChicago, IL
Alight Financial Solutions, LLC
Broker-DealerChicago, IL
Corporate Investments Group, Inc.
Broker-DealerChicago, IL
Guggenheim Funds Distributors, LLC
Broker-DealerChicago, IL
Stella Partners LLC
Broker-DealerChicago, IL
Artemis Securities Clearing, LLC
Broker-DealerChicago, IL