Insights

Growing Assets Under Management PT Asset Management oversees approximately 10.91 billion dollars in assets, indicating strong growth potential and a solid client base among institutional investors and financial advisors who may be seeking innovative investment solutions.

European Expansion The recent partnership with HANetf to launch a European ETF demonstrates PTAM's commitment to expanding its product offerings in international markets, creating opportunities for sales of advanced ETF and mutual fund solutions.

Tech-Driven Operations With a modern technology stack including cloud storage, cybersecurity, and client service tools, PTAM values digital infrastructure, opening avenues for selling complementary financial tech solutions and services to enhance their operational efficiency.

Boutique Investment Focus As a boutique fixed income asset manager with a tailored and dynamic investment approach, PTAM represents a niche market segment that values personalized and innovative asset management, ideal for specialized financial product offerings.

Market Position and Competition Competing with major firms like BlackRock, Vanguard, and PIMCO, PTAM's focused expertise and strong institutional presence suggest opportunities to position new products or services that emphasize boutique, flexible, and technologically advanced investment strategies.

PT Asset Management, LLC Tech Stack

PT Asset Management, LLC uses 8 technology products and services including Amazon S3, Cloudflare, Zendesk, and more. Explore PT Asset Management, LLC's tech stack below.

Amazon S3

Content Delivery Network

Cloudflare

Content Management System

Zendesk

Documentation Tools

Microsoft 365

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

Piwik

System Analytics & Monitoring

Bootstrap

UI Frameworks

PT Asset Management, LLC Email Formats	Example	Percentage
FLast@ptam.com	JDoe@ptam.com	78%
First.Last@ptam.com	John.Doe@ptam.com	17%
Last@ptam.com	Doe@ptam.com	3%
FL@ptam.com	JD@ptam.com	2%

PT Asset Management, LLC Email Formats

Example

Percentage

FLast@ptam.com

JDoe@ptam.com

78%

First.Last@ptam.com

John.Doe@ptam.com

17%

Last@ptam.com

Doe@ptam.com

FL@ptam.com

JD@ptam.com

Frequently Asked Questions

Where is PT Asset Management, LLC's headquarters located?

PT Asset Management, LLC's main headquarters is located at 500 West Madison, Suite 470. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is PT Asset Management, LLC's phone number?

You can contact PT Asset Management, LLC's main corporate office by phone at

+1-866-792-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PT Asset Management, LLC's official website and social media links?

PT Asset Management, LLC's official website is ptam.com and has social profiles on LinkedIn.

What is PT Asset Management, LLC's SIC code NAICS code?

PT Asset Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does PT Asset Management, LLC have currently?

As of December 2025, PT Asset Management, LLC has approximately 53 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Investment Officer: E. Y.Chief Operating Officer General Counsel And Chief Compliance Officer: S. N.Partner: T. C.. Explore PT Asset Management, LLC's employee directory with LeadIQ.

What industry does PT Asset Management, LLC belong to?

PT Asset Management, LLC operates in the Investment Management industry.

What technology does PT Asset Management, LLC use?

PT Asset Management, LLC's tech stack includes Amazon S3CloudflareZendeskMicrosoft 365Google Fonts APIjQueryPiwikBootstrap.

What is PT Asset Management, LLC's email format?

PT Asset Management, LLC's email format typically follows the pattern of FLast@ptam.com. Find more PT Asset Management, LLC email formats with LeadIQ.

When was PT Asset Management, LLC founded?

PT Asset Management, LLC was founded in 2008.

PT Asset Management, LLC

Q: What is PT Asset Management, LLC's official website and social media links?

PT Asset Management, LLC's official website is ptam.com. PT Asset Management, LLC has social profiles on LinkedIn.

Q: How many employees does PT Asset Management, LLC have currently?

PT Asset Management, LLC has approximately 53 employees.

Q: What technology does PT Asset Management, LLC use?

PT Asset Management, LLC's tech stack includes Zendesk, Google Tag Manager, Amazon Web Services, PWA, Google Fonts API.

Investment ManagementIllinois, United States51-200 Employees

PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions. Our investment team uncovers compelling opportunities by looking beyond traditional metrics and applying a dynamic approach to evaluating the future total return of securities over various interest rate scenarios.

As of September 30, 2025, PTAM manages approximately $10.91 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors. 

Investing in bonds involves risk; including loss of principal.

PT Asset Management (PTAM) is the advisor to the Performance Trust Funds, which are distributed by ALPS Distributors, Inc.

To learn more, please visit www.ptam.com.

Insights

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