Key facts
- It has raised $178.3M; the latest was Later Stage VC ($151.6M) in Dec 2024.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Performance Trust Capital Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Performance Trust Capital Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Performance Trust Capital Partners
Operator of a brokerage and financial advisory firm based in Chicago, Illinois. The company provides security analysis, investment portfolio management, pre-purchase and post-purchase documentation, and broker-dealer services, buys and sells securities and other investment products, and offers services in the areas of mergers and acquisitions, divestitures, capital introduction, strategic partnerships, joint ventures, fairness opinions, and valuations, enabling clients to make informed decisions confidently.
- Sector
- Financial Services
- HQ
- Chicago, IL, United States
- Founded
- 1994
- Employees
- 410
- Website
- performancetrust.com/
- Ownership
- Privately Held (backing)
Performance Trust Capital Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Performance Trust Capital Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Performance Trust Capital Partners in its N-PORT filings yet. We sweep new filings monthly.