# PERFORMANCE TRUST CAPITAL PARTNERS, LLC

PERFORMANCE TRUST CAPITAL PARTNERS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 36155
- Type: SEC-registered investment adviser
- SEC file number: 801-72427
- Location: 500 W. MADISON, SUITE 450, CHICAGO, IL, 60661
- Phone: 312-521-1000
- Latest filing: 2023-09-05
- Regulatory AUM: $301.7M
- Non-discretionary AUM: $301.7M
- Clients: 357
- Accounts: 2

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| BROWN DAVID PAUL | CLASS C MEMBER; MANAGING DIRECTOR - INSTITUTIONAL GROUP; PRESIDENT - INSTITUTIONAL GROUP / BOARD MEMBER (+1 more) | — |
| KELLY DANIEL JOSEPH | BOARD MEMBER | — |
| LORENTSEN JAMES VARLAND | CHIEF FINANCIAL OFFICER/TREASURER; CLASS C MEMBER; TREASURER | — |
| BERG RICHARD SCOTT | BOARD MEMBER; CEO; CHIEF EXECUTIVE OFFICER (+1 more) | — |
| NUSSBAUM PHILIP MARK | CHAIRPERSON; CHAIRPERSON/SENIOR VICE PRESIDENT/SECRETARY; MEMBER | — |
| WILDING DAVID FLOYD | CHIEF COMPLIANCE OFFICER; CLASS C MEMBER; GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| MATSON JAMES HOWARD | CLASS B MEMBER; PRESIDENT/CHIEF OPERATING OFFICER | — |
| HOWLAND DAVID ROBERTS | CLASS B MEMBER; MANAGING DIRECTOR | — |
| FRITZ KURT ALLEN | CLASS B MEMBER | — |
| JOHNSON CRAIG STEPHEN | CLASS B MEMBER; DIRECTOR OF TRADING/SALES MANAGER; EXECUTIVE SALES MANAGER (+2 more) | — |
| CARNEY CHRISTOPHER JOSEPH | CLASS B MEMBER | — |
| ELDER JASON ALAN | BOARD MEMBER; CLASS B MEMBER; MANAGING DIRECTOR | — |
| GILBERT WILLIAM | CLASS C MEMBER | — |
| JONES RALPH JOHN | CLASS C MEMBER | — |
| JOHNSON BRETT ROBERT | BOARD MEMBER; CLASS C MEMBER | — |
| DOBOSH LAURENCE | GENERAL COUNSEL | — |
| RAPHAEL DAVID VICTOR | CLASS B MEMBER | — |
| SINCLAIR STEPHEN JOHN | CLASS C MEMBER | — |
| GILL UMRAI SINGH | BOARD MEMBER; CLASS C MEMBER; MANAGING DIRECTOR | — |
| HIXSON ANDREW JOHN | CLASS C MEMBER | — |
| BATTLE BRIAN JAMES | CLASS C MEMBER; CLASS C MEMEBR | — |
| WILDING DOUGLAS GERARD | CLASS B MEMBER | — |
| BODETT MARK PHILIP | CLASS C MEMBER | — |
| BROPHY JOHN | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| BONGA BRADLEY DALE | CLASS C MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/36155/brochure
- Similar advisers: https://search.stillhousedata.com/firm/36155/similar
- Related entities: https://search.stillhousedata.com/firm/36155/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/36155

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.