Fundraisers / Performance Trust Capital Partners, LLC
FundraiserRegistered broker-dealer
Performance Trust Capital Partners, LLC
FINRA 36155 · placing rounds since Oct 2018
40company rounds placed
7in the last two years, last Mar 2026
$994Msold in the rounds they placed
2.4%typical commission; the median firm takes 4.9%
Named on 186 Form D filings as paid to sell the offering: 40 for operating companies, 146 for real estate. 4 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
124Q4125Q2125Q3426Q1
What they place
- Other Banking and Financial Services95%
- Other5%
How big the rounds are
- Under $1M0
- $1M to $5M2
- $5M to $20M25
- $20M to $100M25
- $100M+2
Where the companies are
TX10CA6MN6OK5LA4MO3IN3NE3
Rounds they placed
FiledIssuerIndustrySold
Mar 2026DMMS Purchaser, Inc.Other$171M
Mar 2026Zia Credit UnionOther Banking and Financial Services$10M
Feb 2026Integrity Capital Holdings, INCOther Banking and Financial Services$12M
Jan 2026First Commerce Bancorp, Inc./NJOther Banking and Financial Services$40M
Sept 2025Yoakum National Bancshares, Inc.Other Banking and Financial Services$12M
Jun 2025Bethany Bankshares IncOther Banking and Financial Services$38M
Nov 2024Grant Bancshares, Inc.Other Banking and Financial Services$70M
Nov 2022B.S.D. Capital Inc.Other Banking and Financial Services$85M
Jul 2022Northfield Bancorp, Inc.Other Banking and Financial Services$62M
Jul 2022Hoosier Heartland State BancorpOther Banking and Financial Services$6.3M
Jun 2022First Peoples Bankshares, Inc.Other Banking and Financial Services$6.0M
Apr 2022Bastrop Bancshares, Inc.Other Banking and Financial Services$30M
Apr 2022Plains Bancorp, Inc.Agents: N/AOther Banking and Financial Services$40M
Apr 2022Change Co CDFI LLCAgents: Performance Trust Capital Partners, LLCOther Banking and Financial Services$40M
Apr 2022First State Holding Co.Other Banking and Financial Services$14M
Mar 2022Endeavor BancorpOther Banking and Financial Services$15M
Feb 2022Bippus State CorpAgents: Performance Trust Capital Partners, LLCOther Banking and Financial Services$10M
Feb 2022Spend Life Wisely Company, Inc.Other Banking and Financial Services$80M
Jan 2022Kensington Bancorp., Inc.Other Banking and Financial Services$13M
Jan 2022Liberty Capital Bancshares, Inc.Other Banking and Financial Services$5.0M
Dec 2021MBT Bancshares, Inc.Other Banking and Financial Services$18M
Nov 2021Woodson Bancshares, Inc.Other Banking and Financial Services$10M
Oct 2021Captex Bancshares, Inc.Other Banking and Financial Services$10M
Oct 2021InBankshares, CorpOther Banking and Financial Services$20M
Oct 2021Change Co CDFI LLCAgents: Performance Trust Capital Partners, LLCOther Banking and Financial Services$75M
Sept 2021Coulee Bancshares, Inc.Agents: Performance Trust Capital Partners, LLCOther Banking and Financial Services$21M
Jul 2021UTB Financial Holding CoAgents: N/AOther Banking and Financial Services$35M
Jul 2021Texas State Bankshares, Inc.Agents: N/AOther Banking and Financial Services$25M
Jul 2021Bancorp 34, Inc.Other Banking and Financial Services$25M
Jun 2021Bancfirst Corp /Ok/Other Banking and Financial Services$60M
Jun 2021Seiling Bancshares, Inc.Other Banking and Financial Services$7.0M
May 2021Citizens Bancshares of Woodville, Inc.Other Banking and Financial Services$9.5M
Apr 2021Andover Financial CorpOther Banking and Financial Services$5.0M
Apr 2021Change Co CDFI LLCAgents: Performance Trust Capital Partners, LLCOther Banking and Financial Services$150M
Apr 2021Oakstar Bancshares IncOther Banking and Financial Services$35M
Mar 2021Progressive Growth Corp.Other Banking and Financial Services$8.0M
Mar 2021Progressive Growth Corp.Other Banking and Financial Services$3.0M
Jan 2021Wingshooter Acquisition Corp.Other$50M
Dec 2020First State Bank of the Florida Keys Holding CoAgents: N/AOther Banking and Financial Services$10M
Nov 2020Citizens Bank Group Inc.Other Banking and Financial Services$20M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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