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Performance Trust Capital Partners

Performance Trust is a financial services firm offering investment banking, balance sheet strategy, and educational programs for financial institutions.

Secondary Market Price

Updated: 
Jan 2026
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Prospect Projected FMV
Company Valuation
Updated: 
Jan 2026
Fintech
Industry
Chicago, IL
Headquarters
1994
Year Founded
400+
Employee Count

How Performance Trust Capital Partners Measures Up

To help you manage your Performance Trust Capital Partners equity, Prospect has run the company through our machine learning model.

Prospect Rating

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This rating reflects our belief in this company's potential to grow to that many times its current value in 4 years. For an employee with stock, this rating suggests a potential return on equity, but it also comes with some risk.

Exit Risk

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Our rating is a reflection of the likelihood of this company achieving a liquidity event for its employees based on the quality of investors, funding stage, founders, and more.

Funding Stage

TBD

A company’s funding stage reflects how established it is, how quickly it is scaling, and the average impact an employee may have when joining.

Est val
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Jan 20, 2026

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Prospect Projected Future Performance Trust Capital Partners Prices

Prospect’s machine learning model has been trained on the same data top-tier investors use to project the likely range of outcomes for Performance Trust Capital Partners's equity. Create a free account to view 10th-90th percentile projections over 2, 4, and 6 years.

Powerful tools to earn more from your equity

Company Description

Performance Trust is a Chicago-based financial services firm that provides strategic consulting, operational services, and educational programs to financial institutions. The company's services include Balance Sheet Strategy, Investment Banking, Capital Markets, Bond Accounting, Asset Liability Management, and Enterprise Risk Management. It also offers educational courses through Performance Trust University. The firm has been in operation for over 30 years, focusing on partnerships with financial institutions.

The company expresses a forward-looking goal of fostering long-term success for its clients by providing them with strategies and analytical tools. However, the available information does not detail specific future projects, recent announcements, or concrete real-world examples of the company's work.

Performance Trust Capital Partners Notable Investors

  • PT Financial Companies LLC

Performance Trust Capital Partners Founders

  • Co-Founder, Richard S. Berg
  • Co-Founder, Phil Nussbaum

Peer Group Comparison

Vs Peer Group of >$4B Startups

Frequently Asked Questions

Is Anduril worth joining?

Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.

Is Performance Trust Capital Partners worth joining?

Deciding whether to join a private company involves evaluating the potential value of its equity compensation package. Tools like Prospect can help you analyze your potential earnings and make an informed decision based on data-driven forecasts.

What should I do with my Performance Trust Capital Partners stock?

Managing private company stock involves complex decisions about when to exercise options or sell shares to maximize your returns and minimize taxes. Using a platform like Prospect can provide personalized strategies based on your financial situation and the company's growth projections.

Can you sell Performance Trust Capital Partners stock?

Selling stock in a private company like Performance Trust Capital Partners is typically restricted to specific events like tender offers or secondary market sales. Platforms such as Prospect offer tools to help you navigate these opportunities and determine the most tax-optimal shares to sell.

How can I find the value of my Performance Trust Capital Partners stock?

The value of private stock isn't publicly listed and is often based on internal 409A valuations or recent funding rounds. To get a clearer picture, you can use services like Prospect, which use predictive models and secondary market data to forecast your equity's potential value.

What is Performance Trust Capital Partners's equity worth?

The precise worth of equity in a private company like Performance Trust Capital Partners is not public information and fluctuates based on performance and funding. Equity management platforms like Prospect can provide data-driven projections to help you understand the potential range of value for your holdings.

What is Performance Trust Capital Partners's stock ticker symbol?

As a private company, Performance Trust Capital Partners does not have a public stock ticker symbol. Ticker symbols are only assigned to companies whose shares are traded on public stock exchanges.

Can I buy or sell Performance Trust Capital Partners stock?

Buying stock is generally limited to exercising employee options, while selling is typically possible only during company-approved liquidity events. Tools like Prospect can help you create a strategy for both exercising and selling to optimize your financial outcome.

What is the criteria to buy or invest in Performance Trust Capital Partners stock?

Investing in a private company is typically restricted to employees receiving equity compensation or accredited investors participating in specific funding rounds. The opportunity to invest is generally not open to the public like a publicly traded company.

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