Performance Trust Capital Partners LLC

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Assets, Funds, Holdings

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Performance Trust Capital Partners LLC
CRD #36155
SEC #801-72427
CIK #0000920788
AUM
Employees 357 (7% Investors, 94% Brokers)
Phone312-521-1000
Address500 W Madison
Chicago, IL 60661
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 223.4
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 78.2
(n) Other 0 0.0
Total 2 301.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 2 301.7
Total 2 301.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 301.7
Total 2 301.7
Related Firms State AUM ($B)
PT Asset Management LLC
IL 9.6
Performance Trust Capital Partners LLC
IL 0.0
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