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 organized as a limited liability company and has been SEC-registered since 1994. The firm is classified as an investment bank rather than a traditional wealth manager; its snapshot profile indicates it does not function as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Owner type is listed as a domestic entity/individual. The dataset does not provide a breakdown of advisory services or fee schedules.
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 282
Lee Deappolonio
Director of Client ServicesCRD 5698899

Karl Brorson
Director of Balance Sheet StrategiesCRD 5091122

Marina Petrushin
AnalystCRD 6675490
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
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