PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Total AUM
$301.7M
Employees
357Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 W. MADISON
SUITE 450
CHICAGO
IL 60661
United States
SUITE 450
CHICAGO
IL 60661
United States
Operating Hours
8AM-5PM CT
Monday - Friday
Monday - Friday
Phone
312-521-1000
Other Offices
1
Financials
Total AUM
$301.7M
Accounts
2Discretionary
$0
Accounts
0Non-Discretionary
$301.7M
Accounts
2
Clients
Banking Clients
1AUM
$223.4M
Corporation or Business Clients
1AUM
$78.2M
Services
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
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
IL
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.