PERFORMANCE TRUST CAPITAL PARTNERS, LLC
CRD #36155 SEC #801-72427 CHICAGO, IL 312-521-1000
SEC Registered Broker-Dealer Disclosures
Total AUM
$301.7M
Discretionary
$0
Employees
357
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $301.7M | $0 | $301.7M | 357 | 267 |
| Aug 2023 | $301.7M | $0 | $301.7M | 357 | 267 |
| Aug 2023 | $301.7M | $0 | $301.7M | 357 | 267 |
| Mar 2023 | $301.7M | $0 | $301.7M | 357 | 267 |
| May 2022 | $301.7M | $0 | $301.7M | 330 | 244 |
| Mar 2022 | $301.7M | $0 | $301.7M | 330 | 244 |
| Mar 2021 | $219.4M | $0 | $219.4M | 300 | 244 |
| Oct 2020 | $187.6M | $0 | $187.6M | 302 | 750 |
| Jun 2020 | $187.6M | $0 | $187.6M | 302 | 750 |
| Mar 2020 | $187.6M | $0 | $187.6M | 302 | 750 |
| Oct 2019 | $177.9M | $0 | $177.9M | 247 | 1,000 |
| Mar 2019 | $177.9M | $0 | $177.9M | 247 | 1,000 |
| Mar 2018 | $176.5M | $0 | $176.5M | 250 | 900 |
| Mar 2017 | $200.4M | $0 | $200.4M | 225 | 800 |
| Apr 2016 | $212.1M | $0 | $212.1M | 193 | 800 |
| Mar 2016 | $212.1M | $0 | $212.1M | 193 | 800 |
| Mar 2015 | $218.2M | $0 | $218.2M | 187 | 800 |
| Mar 2014 | $211.2M | $0 | $211.2M | 179 | 700 |
| Mar 2013 | $185.4M | $0 | $185.4M | 140 | 800 |
| Mar 2012 | $176M | $0 | $176M | 51 | 900 |
| Mar 2012 | $176M | $0 | $176M | 51 | 900 |
| Jul 2011 | $0 | $0 | $0 | 51 | -- |
| May 2011 | $0 | $0 | $0 | 51 | -- |
DateSep 2023
Total AUM$301.7M
Discretionary$0
Non-Disc.$301.7M
Employees357
Clients267
DateAug 2023
Total AUM$301.7M
Discretionary$0
Non-Disc.$301.7M
Employees357
Clients267
DateAug 2023
Total AUM$301.7M
Discretionary$0
Non-Disc.$301.7M
Employees357
Clients267
DateMar 2023
Total AUM$301.7M
Discretionary$0
Non-Disc.$301.7M
Employees357
Clients267
DateMay 2022
Total AUM$301.7M
Discretionary$0
Non-Disc.$301.7M
Employees330
Clients244
DateMar 2022
Total AUM$301.7M
Discretionary$0
Non-Disc.$301.7M
Employees330
Clients244
DateMar 2021
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees300
Clients244
DateOct 2020
Total AUM$187.6M
Discretionary$0
Non-Disc.$187.6M
Employees302
Clients750
DateJun 2020
Total AUM$187.6M
Discretionary$0
Non-Disc.$187.6M
Employees302
Clients750
DateMar 2020
Total AUM$187.6M
Discretionary$0
Non-Disc.$187.6M
Employees302
Clients750
DateOct 2019
Total AUM$177.9M
Discretionary$0
Non-Disc.$177.9M
Employees247
Clients1,000
DateMar 2019
Total AUM$177.9M
Discretionary$0
Non-Disc.$177.9M
Employees247
Clients1,000
DateMar 2018
Total AUM$176.5M
Discretionary$0
Non-Disc.$176.5M
Employees250
Clients900
DateMar 2017
Total AUM$200.4M
Discretionary$0
Non-Disc.$200.4M
Employees225
Clients800
DateApr 2016
Total AUM$212.1M
Discretionary$0
Non-Disc.$212.1M
Employees193
Clients800
DateMar 2016
Total AUM$212.1M
Discretionary$0
Non-Disc.$212.1M
Employees193
Clients800
DateMar 2015
Total AUM$218.2M
Discretionary$0
Non-Disc.$218.2M
Employees187
Clients800
DateMar 2014
Total AUM$211.2M
Discretionary$0
Non-Disc.$211.2M
Employees179
Clients700
DateMar 2013
Total AUM$185.4M
Discretionary$0
Non-Disc.$185.4M
Employees140
Clients800
DateMar 2012
Total AUM$176M
Discretionary$0
Non-Disc.$176M
Employees51
Clients900
DateMar 2012
Total AUM$176M
Discretionary$0
Non-Disc.$176M
Employees51
Clients900
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--