PT Asset Management, LLC

About

PT Asset Management is a Chicago-based boutique fixed income asset manager with the goal of delivering superior long-term results to investors, financial advisors and institutions.

WHO WE ARE

WHAT DIFFERENTIATES PTAM?

Firm History

PTAM Founded

PT Asset Management, LLC (PTAM) was founded in 2008 by partners of its affiliate, Performance Trust Capital Partners LLC (PTCP). PTCP provides broker-dealer services for financial institutions, and saw an opportunity to take advantage of the dislocated credit markets in 2008 by leveraging its fixed income expertise and launching a hedge fund.

2008

Total Return Bond Fund

PTAMs first mutual fund, the Performance Trust Total Return Bond Fund, was launched.

2010

Municipal Bond Fund

The Performance Trust Municipal Bond Fund was launched.

2011

Mutisector Bond Fund

The Performance Trust Multisector Bond Fund was launched.

2020

$6.95 Billion in Assets

As of December 31, 2023, PTAM manages approximately $6.95 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors.

2023

Short Term Bond ETF

PTAMs first ETF, the Performance Trust Short Term Bond ETF, was launched on 4/9/24

2024

GET TO KNOW OUR

Portfolio Managers

Anthony Harris, CPA

Senior Portfolio Manager

Lars Anderson, CFA

Portfolio Manager

Mark Peiler, CFA

Portfolio Manager

Michael Isroff

Portfolio Manager

Client Portfolio Manager

Taylor Huffman, CFA

Client Portfolio Manager

Financial Professionals
Individual Investors
Institutional Investors

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