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| Performance Trust Capital Partners LLC
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|---|---|
| CRD # | 36155 |
| SEC # | 801-72427 |
| CIK # | 0000920788 |
| AUM | |
| Employees | 357 (7% Investors, 94% Brokers) |
| Phone | 312-521-1000 |
| Address | 500 W Madison Chicago, IL 60661 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 ($BB) |
|---|---|---|
|
PT Asset Management LLC
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|
IL | 7.0 |
|
Performance Trust Capital Partners LLC
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|
IL | 0.0 |