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175
Followers on Owler
Performance Trust
is a brokerage firm that provides investment banking, bond accounting and regulatory compliance services for financial institutions...
Read more
Overview
Competitors
Investments
News & Insights
Performance Trust
is a brokerage firm that provides investment banking, bond accounting and regulatory compliance services for financial institutions...
Read more
CEO
Chirag Shah
CEO Approval Rating
90/100
Weigh In
1994
Chicago
Illinois
Chicago Metropolitan Area
Private
Banking, Financial Services and Insurance
Investment Banking and Securities
6199
6411
6282
NAICS listing
https://www.performancetrust.com/
Est. Annual Revenue
$25-100M
Agree?
Yes
No
Est. Employees
250-500
Agree?
Yes
No
Investments
6
News
Latest News
Jun 23, 2026
PR Newswire
Press Release: Performance Trust : Performance Trust Adds Nathan Stovall, Industry Thought Leader & Veteran Bank Analyst to Deepen Industry Insights
Jun 11, 2026
PR Newswire
Press Release: Performance Trust : Paul Hayward of ICTV Sits Down With Performance Trust Co-Founder Rich Berg to Discuss Why Challenging Conventional Banking Wisdom Still Matters Thirty Years Later
Dec 16, 2025
StreetInsider
Press Release: Performance Trust : Performance Trust Strengthens Global Footprint with UK Expansion Led by Bates and Gray
May 12, 2025
Citybizlist
Performance Trust: Kiavi Closes $300 Million Rated Securitization Of Residential Transition Loans, Adding Up To $1 Billion Of Funding Capacity
Feb 20, 2025
StreetInsider
Press Release: Performance Trust : Harvest Commercial Capital, LLC Closes Its Fourth Securitization of First-Lien SBA 504 Loans and Conventional Real Estate Loans - $264.6 Million of Offered Securities Rated by DBRS, Inc
Feb 14, 2025
FinTech Global
Performance Trust: Tech-enabled lender Kiavi secures $300m in oversubscribed securitisation deal
Feb 13, 2025
HousingWire
Performance Trust: Kiavi lands another $300M in its latest RTL securitization
Oct 04, 2024
Pulse2.0
Performance Trust: Idea Financial Raises $50 Million Warehouse Facility
Sep 16, 2024
StreetInsider
Press Release: Performance Trust : Performance Trust Announces Key Additions to Expanding Investment Banking Team: Jim Crotty and Joe Regan
Sep 12, 2024
StreetInsider
Press Release: Performance Trust : Performance Trust Expands ABS Capabilities by Bolstering Capital Markets Team
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