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 2026CommerceOne Financial CorpCommercial Banking$25M
Mar 2026White River Bancshares CoCommercial Banking$25M
Mar 2026Zia Credit UnionOther Banking and Financial Services$10M
Feb 2026Tectonic Financial, Inc.Commercial Banking$40M
Feb 2026Bradford Bancorp, Inc.Commercial Banking$10M
Feb 2026Integrity Capital Holdings, INCOther Banking and Financial Services$12M
Jan 2026First Commerce Bancorp, Inc./NJOther Banking and Financial Services$40M
Dec 2025ENB Financial CorpAgents: Performance Trust Capital PartnersCommercial Banking$43M
Dec 2025First Ottawa Bancshares, Inc.Commercial Banking$34M
Dec 2025First State Bancorp IncCommercial Banking$25M
Dec 2025Alpine Banks Of ColoradoCommercial Banking$75M
Nov 2025ABCT Holdings, Inc.Commercial Banking$25M
Nov 2025Harrell Bancshares, Inc.Commercial Banking$25M
Oct 2025Citizens Bancsahres of Batesville, Inc.Commercial Banking$45M
Oct 2025Oak View Bankshares, Inc.Commercial Banking$10M
Oct 2025Cnb Financial Services IncAgents: PERFORMANCE TRUST CAPITAL PARTNERS, LLCCommercial Banking$20M
Oct 2025Farmers & Merchants Bancshares, Inc.Commercial Banking$13M
Sept 2025Yoakum National Bancshares, Inc.Other Banking and Financial Services$12M
Sept 2025Studio Financial Holdings, Inc.Agents: Performance Trust Capital Partners, LLCCommercial Banking$40M
Sept 2025Horizon Bancorp Inc /In/Commercial Banking$100M
Sept 2025Smartfinancial Inc.Agents: N/ACommercial Banking$100M
Aug 2025Oconee Financial CorpCommercial Banking$20M
Aug 2025Tandem Bancorp, Inc.Commercial Banking$12M
Jul 2025First Century Bancorp.Commercial Banking$15M
Jul 2025Merit Bancorporation, Inc.Commercial Banking$10M
Jun 2025Bethany Bankshares IncOther Banking and Financial Services$38M
Jun 2025Peoples Financial Services Corp.Commercial Banking$85M
Jun 2025Americo Bancshares, Inc.Commercial Banking$20M
Jun 2025Range Financial CorpCommercial Banking$10M
May 2025Ironhorse Financial Group IncCommercial Banking$25M
May 2025Androscoggin Bancorp, Inc.Commercial Banking$25M
Mar 2025Patriot National Bancorp IncAgents: Jennifer DochertyCommercial Banking$58M
Mar 2025Chesapeake Financial Shares IncCommercial Banking$25M
Dec 2024Central Bancshares, Inc. /AR/Commercial Banking$20M
Dec 2024Victory Bancorp IncCommercial Banking$4.7M
Nov 2024Rize Federal Credit UnionCommercial Banking$25M
Nov 2024Grant Bancshares, Inc.Other Banking and Financial Services$70M
Sept 2024Qnb CorpCommercial Banking$40M
Jul 2024Change Lending, LLCResidential$144M
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.
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