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The Private Trust Company

The Private Trust Company?uq=w9if130k
1995 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of trust management services. The company offers investment oversight, administration and custody services for individual and family assets.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Thrifts and Mortgage Finance
Parent Company
LPL Financial
Primary Office
  • 1422 Euclid Avenue
  • Suite 1130
  • Cleveland, OH 44115
  • United States

The Private Trust Company Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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The Private Trust Company Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 06-Aug-2017 0000 Pharmaceuticals
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The Private Trust Company Executive Team (1)

Name Title Board
Seat
Contact
Info
Bethany Bryant President & Co-Founder