PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
279
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 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

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

    Partner, CEOCRD 4838599

  • RYAN GAZDA

    Chief Financial OfficerCRD 4230980

  • DAVID SALUTRIC

    Chief Operating OfficerCRD 6146435

Contacts

3 of 276
  • Lars Olson

    Registered RepresentativeCRD 6626927

  • SEAN COLLINS

    Managing DirectorCRD 5851834

  • IOANN GALITZINE

    AnalystCRD 6418596

Unlock 273 more contacts

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