About Performance Trust Capital Partners
Performance Trust Capital Partners is a company based in Chicago (United States) founded in 1994 by Philip Nussbaum and Richard S Berg. Performance Trust Capital Partners has raised $44.52 million across 4 funding rounds. The company has 350 employees as of December 31, 2021. Performance Trust Capital Partners offers products and services including Balance Sheet Strategy and Investment Banking.
- Headquarter Chicago, United States
- Employees 350 as on 31 Dec, 2021
- Founders Philip Nussbaum, Richard S Berg
-
Sectors
Financial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Performance Trust Capital Partners, Llc
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$44.52 M (USD)
in 4 rounds
-
Latest Funding Round
$1.39 M (USD), Series B
Jun 23, 2026
-
Investors
Not available
-
Employee Count
350
as on Dec 31, 2021
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Performance Trust Capital Partners
Performance Trust Capital Partners offers a comprehensive portfolio of products and services, including Balance Sheet Strategy and Investment Banking.
Balance sheet strategies are offered to help institutions manage financial performance effectively
Investment banking services are provided to support institutional clients in achieving multigenerational success
People of Performance Trust Capital Partners
Unlock access to complete
Unlock access to complete
Funding Insights of Performance Trust Capital Partners
Performance Trust Capital Partners has successfully raised a total of $44.52M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $1.39 million completed in June 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investments & Acquisitions by Performance Trust Capital Partners
Investment portfolio details for Performance Trust Capital Partners
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Performance Trust Capital Partners
Detailed financials for Performance Trust Capital Partners
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Performance Trust Capital Partners Comparisons
Peer comparison for Performance Trust Capital Partners
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Performance Trust Capital Partners
Detailed competitors of Performance Trust Capital Partners
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Performance Trust Capital Partners
Complete news archive for Performance Trust Capital Partners
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Performance Trust Capital Partners
Performance Trust Capital Partners was founded in 1994 and raised its 1st funding round 23 years after it was founded.
Performance Trust Capital Partners is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Performance Trust Capital Partners is a funded company, having raised a total of $44.52M across 4 funding rounds to date.
As of Dec 31, 2021, the latest employee count at Performance Trust Capital Partners is 350.
Performance Trust Capital Partners was founded in 1994 and is headquartered in Chicago, United States. Operations focus on the financial sector, where advisory and investment banking services are delivered to community financial institutions and registered investment advisors. Key offerings include mergers and acquisitions advisory, fairness opinions, valuations, and private placements, supporting strategic transactions in a regulated environment.
Performance Trust Capital Partners offers Balance Sheet Strategy and Investment Banking.