# Performance Trust Capital Partners, LLC: fundraiser > Performance Trust Capital Partners, LLC placed 40 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size. Source: https://millionrounds.com/providers/performance-trust-capital-partners-llc (Millionrounds; every figure on the page links to its filing or article) [Fundraisers](https://millionrounds.com/fundraisers) / Performance Trust Capital Partners, LLC Fundraiser Registered broker-dealer # Performance Trust Capital Partners, LLC FINRA 36155 ยท placing rounds since Oct 2018 [Q1 2026 **#2 placement agent in Other Banking and Financial Services**](https://millionrounds.com/rankings) **40** company rounds placed **7** in the last two years, last Mar 2026 **$994M** sold 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. **1** 24Q4 **1** 25Q2 **1** 25Q3 **4** 26Q1 ## What they place - Other Banking and Financial Services **95%** - Other **5%** ## How big the rounds are - Under $1M **0** - $1M to $5M **2** - $5M to $20M **25** - $20M to $100M **25** - $100M+ **2** ## Where the companies are **TX** 10 **CA** 6 **MN** 6 **OK** 5 **LA** 4 **MO** 3 **IN** 3 **NE** 3 ## Rounds they placed [Company rounds](https://millionrounds.com/providers/performance-trust-capital-partners-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/performance-trust-capital-partners-llc?show=all) Filed Issuer Industry Sold Mar 2026 DMMS Purchaser, Inc. Other **$171M** Mar 2026 Zia Credit Union Other Banking and Financial Services **$10M** Feb 2026 Integrity Capital Holdings, INC Other Banking and Financial Services **$12M** Jan 2026 First Commerce Bancorp, Inc./NJ Other Banking and Financial Services **$40M** Sept 2025 Yoakum National Bancshares, Inc. Other Banking and Financial Services **$12M** Jun 2025 Bethany Bankshares Inc Other Banking and Financial Services **$38M** Nov 2024 Grant Bancshares, Inc. Other Banking and Financial Services **$70M** Nov 2022 B.S.D. Capital Inc. Other Banking and Financial Services **$85M** Jul 2022 Northfield Bancorp, Inc. Other Banking and Financial Services **$62M** Jul 2022 Hoosier Heartland State Bancorp Other Banking and Financial Services **$6.3M** Jun 2022 First Peoples Bankshares, Inc. Other Banking and Financial Services **$6.0M** Apr 2022 Bastrop Bancshares, Inc. Other Banking and Financial Services **$30M** Apr 2022 Plains Bancorp, Inc. Agents: N/A Other Banking and Financial Services **$40M** Apr 2022 Change Co CDFI LLC Agents: Performance Trust Capital Partners, LLC Other Banking and Financial Services **$40M** Apr 2022 First State Holding Co. Other Banking and Financial Services **$14M** Mar 2022 Endeavor Bancorp Other Banking and Financial Services **$15M** Feb 2022 Bippus State Corp Agents: Performance Trust Capital Partners, LLC Other Banking and Financial Services **$10M** Feb 2022 Spend Life Wisely Company, Inc. Other Banking and Financial Services **$80M** Jan 2022 Kensington Bancorp., Inc. Other Banking and Financial Services **$13M** Jan 2022 Liberty Capital Bancshares, Inc. Other Banking and Financial Services **$5.0M** Dec 2021 MBT Bancshares, Inc. Other Banking and Financial Services **$18M** Nov 2021 Woodson Bancshares, Inc. Other Banking and Financial Services **$10M** Oct 2021 Captex Bancshares, Inc. Other Banking and Financial Services **$10M** Oct 2021 InBankshares, Corp Other Banking and Financial Services **$20M** Oct 2021 Change Co CDFI LLC Agents: Performance Trust Capital Partners, LLC Other Banking and Financial Services **$75M** Sept 2021 Coulee Bancshares, Inc. Agents: Performance Trust Capital Partners, LLC Other Banking and Financial Services **$21M** Jul 2021 UTB Financial Holding Co Agents: N/A Other Banking and Financial Services **$35M** Jul 2021 Texas State Bankshares, Inc. Agents: N/A Other Banking and Financial Services **$25M** Jul 2021 Bancorp 34, Inc. Other Banking and Financial Services **$25M** Jun 2021 Bancfirst Corp /Ok/ Other Banking and Financial Services **$60M** Jun 2021 Seiling Bancshares, Inc. Other Banking and Financial Services **$7.0M** May 2021 Citizens Bancshares of Woodville, Inc. Other Banking and Financial Services **$9.5M** Apr 2021 Andover Financial Corp Other Banking and Financial Services **$5.0M** Apr 2021 Change Co CDFI LLC Agents: Performance Trust Capital Partners, LLC Other Banking and Financial Services **$150M** Apr 2021 Oakstar Bancshares Inc Other Banking and Financial Services **$35M** Mar 2021 Progressive Growth Corp. Other Banking and Financial Services **$8.0M** Mar 2021 Progressive Growth Corp. Other Banking and Financial Services **$3.0M** Jan 2021 Wingshooter Acquisition Corp. Other **$50M** Dec 2020 First State Bank of the Florida Keys Holding Co Agents: N/A Other Banking and Financial Services **$10M** Nov 2020 Citizens 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. ## Often on the same rounds Other fundraisers named on the same filings: the firms they syndicate with. [**Lorenzo Zefferino** 3 rounds together](https://millionrounds.com/providers/lorenzo-zefferino)[**Elizabeth Joy Wiesbrock** 1 round together](https://millionrounds.com/providers/elizabeth-joy-wiesbrock)[**Keefe, Bruyette & Woods, Inc.** 1 round together](https://millionrounds.com/providers/keefe-bruyette-and-woods-inc)[**Matthew Foster Kennedy** 1 round together](https://millionrounds.com/providers/matthew-foster-kennedy)[**MJC Capital Partners, LLC** 1 round together](https://millionrounds.com/providers/mjc-capital-partners-llc)[**Piper Sandler & Co.** 1 round together](https://millionrounds.com/providers/piper-sandler-and-co) ## Founders who worked with them No one has said so yet. Worked with them? Say so ## A badge for their site It shows their latest standing in the quarterly rankings and links back here. ## Is this Performance Trust Capital Partners, LLC? Claim the page to describe your work in your own words. Free. [Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)