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 $43.13 million across 3 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
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Performance Trust Capital Partners, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$43.13 M (USD)
in 3 rounds
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Latest Funding Round
$10.47 M (USD), Series B
Jun 10, 2025
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Investors
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Employee Count
350
as on Dec 31, 2021
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
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Funding Insights of Performance Trust Capital Partners
Performance Trust Capital Partners has successfully raised a total of $43.13M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $10.47 million completed in June 2025. 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.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Series B — $10.5M
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First Round
First Round
(24 Oct 2017)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2025 | Amount | Series B - Performance Trust Capital Partners | Valuation |
investors |
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| Jan, 2018 | Amount | Series B - Performance Trust Capital Partners | Valuation |
investors |
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| Oct, 2017 | Amount | Series A - Performance Trust Capital Partners | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Performance Trust Capital Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Performance Trust Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Performance Trust Capital Partners Comparisons
Competitors of Performance Trust Capital Partners
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Performance Trust Capital Partners
Frequently Asked Questions about Performance Trust Capital Partners
When was Performance Trust Capital Partners founded?
Performance Trust Capital Partners was founded in 1994 and raised its 1st funding round 23 years after it was founded.
Where is Performance Trust Capital Partners located?
Performance Trust Capital Partners is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Is Performance Trust Capital Partners a funded company?
Performance Trust Capital Partners is a funded company, having raised a total of $43.13M across 3 funding rounds to date. The company's 1st funding round was a Series A of $8.03M, raised on Oct 24, 2017.
How many employees does Performance Trust Capital Partners have?
As of Dec 31, 2021, the latest employee count at Performance Trust Capital Partners is 350.
What does Performance Trust Capital Partners do?
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.
What products or services does Performance Trust Capital Partners offer?
Performance Trust Capital Partners offers Balance Sheet Strategy and Investment Banking.