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PERFORMANCE TRUST CAPITAL PARTNERS, LLC

CHICAGO, IL · CRD 36155 · IAPD ↗ · performancetrust.com · 312-521-1000

$301.7MRegulatory AUM
26Advisory reps
357Employees
267Clients
n/aPlanning clients
0Private funds
1States
5Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2024 — PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO, IL) left the SEC roster (was $301.7M RAUM, 26 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.