Investment adviser · CRD 36155
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Sep 5, 2023
- Regulatory AUM
- $302M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 357 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $223,443,205 | 74.1% |
| Corporations & businesses | Fewer than 5 | $78,246,662 | 25.9% |
Filing source
Form ADV 1785177 · Sep 5, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 5, 2023. View historical filings
Reported services
Business portfolio management · Security ratings · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
500 W. MADISON, SUITE 450CHICAGO, IL, 60661, United States
CRD 36155
Filing source
Form ADV 1785177 · Sep 5, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.