Performance Trust Capital Partners Revenue, Growth & Competitor Profile

DBA PERFORMANCE TGRUST CAPITAL PARTNERS WELFARE BENEFIT PLAN
DBA PERFORMANCE TRUST
DBA PERFORMANCE TRUST CAPITAL
DBA PERFORMANCE TRUST CAPITAL PARTNERS, LLC
DBA PERFORMANCE TRUST CAPITAL PARTNERS WELFARE BENEFIT PLAN
DBA P T FINANCIAL, L.L.C.
DBA PT FINANCIALS COMPANIES, LLC

Company Profile & Annual Report for Performance Trust Capital Partners

Access the complete profile.

Performance Trust Capital Partners Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	500 W. Madison Suite 450 Chicago, IL 60661

Note: Revenues for privately held companies are statistical evaluations.


Performance Trust Capital Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Performance Trust Capital Partners's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Performance Trust Capital Partners is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Performance Trust Capital Partners Annual Revenue and Growth Rate

Performance Trust Capital Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Performance Trust Capital Partners's revenues are gauged from an analysis of company filings.

Performance Trust Capital Partners's Income Statement (based on Industry Averages)

Performance Trust Capital Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Performance Trust Capital Partners has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
December 21, 2020	50	100%	$7 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Performance Trust Capital Partners is developing and marketing. Performance Trust Capital Partners doesn't have any recent trademark applications, indicating Performance Trust Capital Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
YOUR PATH TO INDEPENDENCE Financial services, namely, investment advisory services; securities broker-dealer services; prospective analysis of the investment performance of fixed-income instruments; all for banks and other financial institutions, individuals and other investors	05/22/2019
FINANCE OF BANKING Financial services, namely, the study and aggregate management of all asset and liability cash flows across time and scenarios to potentially maximize current and future earnings; includes prospective analysis of the cash flow instruments; all for banks and other financial institutions, individuals and other investors	05/22/2019
EARNING YOUR INDEPENDENCE Financial education services, namely, conducting educational seminars, training courses, classes, symposiums, conferences, programs, and workshops relating to balance sheet management	05/22/2019

See all trademarks and details in the Full Report.

Market Share of Performance Trust Capital Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Performance Trust Capital Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Performance Trust Capital Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WILLIAM BLAIR U.S. EQUITY SUSTAINABILITY FUND	Chicago, IL	100
CTC TRADING GROUP	Chicago, IL	36
LINCOLN INTERNATIONAL	Chicago, IL	24
OPTIVER SERVICES US	Chicago, IL	23
PERFORMANCE TRUST CAPITAL PARTNERS	Chicago, IL	17
R.J. O'BRIEN & ASSOCIATES	Chicago, IL	16

Future Competition: Performance Trust Capital Partners's Fastest Growing Competitors

These companies are in the same general field as Performance Trust Capital Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)