The Private Trust Company Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 2

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 1

The Private Trust Company General Information

Description

Provider of trust management services intended for families, institutions, and financial professionals. The company offers investment oversight, administration and custody services, thereby enabling its clients to be provided with expertise across all aspects of trust administration at a competitive price.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 1422 Euclid Avenue
  • Suite 1130
  • Cleveland, OH 44115
  • United States
+1 (858)
Primary Industry
Other Financial Services
Other Industries
Other Commercial Services
Parent Company
Corporate Office
  • 1422 Euclid Avenue
  • Suite 1130
  • Cleveland, OH 44115
  • United States
+1 (858)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

The Private Trust Company Valuation & Funding

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

This information is available in the PitchBook Platform. To explore The Private Trust Company‘s full profile, request access.

Request a free trial

The Private Trust Company Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

The Private Trust Company Investments (1)

The Private Trust Company’s most recent deal was a PIPE with Alexion. The deal was made on 06-Aug-2017.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Alexion 06-Aug-2017 PIPE Drug Discovery
To view The Private Trust Company’s complete investments history, request access »

The Private Trust Company Exits (1)

The Private Trust Company’s most recent exit was on 06-Aug-2017 from Alexion. The exit was categorized as with 7 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Alexion 06-Aug-2017 Completed
  • 7 buyers
To view The Private Trust Company’s complete exits history, request access »

The Private Trust Company FAQs

  • When was The Private Trust Company founded?

    The Private Trust Company was founded in 1995.

  • Where is The Private Trust Company headquartered?

    The Private Trust Company is headquartered in Cleveland, OH.

  • What is the size of The Private Trust Company?

    The Private Trust Company has 2 total employees.

  • What industry is The Private Trust Company in?

    The Private Trust Company’s primary industry is Other Financial Services.

  • Is The Private Trust Company a private or public company?

    The Private Trust Company is a Private company.

  • What is The Private Trust Company’s current revenue?

    The current revenue for The Private Trust Company is .

  • When was The Private Trust Company acquired?

    The Private Trust Company was acquired on 14-Feb-2003.

  • Who acquired The Private Trust Company?

    The Private Trust Company was acquired by LPL Financial Holdings.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »