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Building 2PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Map pinCHICAGO, IL
Phone312-521-1000
NotebookSEC #801-72427
Total AUM
$301.7M
Employees
357
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 W. MADISON
SUITE 450
CHICAGO
IL 60661
United States
Operating Hours
8AM-5PM CT
Monday - Friday
Phone
312-521-1000
Other Offices
1

ReceiptFinancials

Total AUM
$301.7M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$301.7M
Accounts
2

ContactClients

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Banking Clients
1
AUM
$223.4M
Corporation or Business Clients
1
AUM
$78.2M

Briefcase businessServices

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Services Offered
EducationInstitutional Portfolio ManagementOther ServicesSecurities Ratings
Other Services
BOND ACCOUNTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BASED ON NUMBER OF HOLDINGS FOR PORTFOLIO ACCOUNTING SERVICE

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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