← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（09/05/2023）
PERFORMANCE TRUST CAPITAL PARTNERS, LLC · 所有者与执行高管（CRD 36155）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/36155
Schedule A · 直接所有者（14 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BERG, RICHARD SCOTT | 个人 | BOARD MEMBER | 是 | NA |
| PT FINANCIAL COMPANIES, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| ELDER, JASON ALAN | 个人 | BOARD MEMBER | 是 | NA |
| JOHNSON, CRAIG STEPHEN | 个人 | MANAGING DIRECTOR - TRADE DESK | 是 | NA |
| SHAH, CHIRAG | 个人 | CEO AND PRESIDENT / BOARD MEMBER | 是 | NA |
| BROWN, ERIC PAUL | 个人 | PRESIDENT - INSTITUTIONAL GROUP / BOARD MEMBER | 是 | NA |
| GAZDA, RYAN M | 个人 | CHIEF FINANCIAL OFFICER | — | NA |
| GILL, UMRAI SINGH | 个人 | BOARD MEMBER | 是 | NA |
| JOHNSON, ZACHARY ROBERT | 个人 | BOARD MEMBER | 是 | NA |
| KELLY, MICHAEL JOSEPH | 个人 | BOARD MEMBER | 是 | NA |
| SALUTRIC, DAVID RAYMOND | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| GOBBERDIEL, DAVID GEORGE | 个人 | HEAD OF FINANCIAL INSTITUTIONS GROUP | 是 | NA |
| HAMILTON, JOE MARTIN | 个人 | INTERIM GENERAL COUNSEL | — | NA |
| LOVE, KRISTIN M | 个人 | INTERIM CHIEF COMPLIANCE OFFICER | — | NA |
Schedule B · 执行高管（3 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| PT FINANCIAL HOLDINGS, INC. | OWNER | 是 |
| MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP TRUST | OWNER | 是 |
| GREATBANC TRUST COMPANY | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
