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TriState Capital Holdings

Founded Year



Acq - P2P | Acquired

Total Raised






About TriState Capital Holdings

On June 1st, 2022, TriState Capital Holdings was acquired by Raymond James & Associates.1B. TriState Capital Holdings is the parent company of TriState Capital Bank, a privately-owned company focused on middle-market businesses, executives, and high net worth individuals. The company was founded in 2007 and is based in Pittsburgh, Pennsylvania.

Headquarters Location

One Oxford Centre 301 Grant Street, Suite 2700

Pittsburgh, Pennsylvania, 15219,

United States


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Latest TriState Capital Holdings News

First Trust Announces Shareholder Approval of the New Investment Sub-Advisory Agreement for First Trust Enhanced Equity Income Fund

Jun 14, 2022

06/14/2022 | 09:26am EDT Message : *Required fields First Trust Advisors L.P. (“FTA”) announced today that shareholders of First Trust Enhanced Equity Income Fund (NYSE: FFA) (the “Fund”), a closed-end fund, have voted to approve a new investment sub-advisory agreement with Chartwell Investment Partners, LLC (“Chartwell”). Earlier this month, Raymond James acquired substantially all the assets of TriState Capital Holdings (“TriState”), the parent company of Chartwell (the “Transaction”). The Transaction operated as an “assignment” of the Fund’s previous sub-advisory agreement with Chartwell, which automatically terminated upon the closing of the Transaction. In anticipation of the Closing, the Board of Trustees of the Fund approved a new investment sub-advisory agreement (the “New Sub-Advisory Agreement”) among the Fund, FTA and Chartwell, which was submitted to shareholders of the Fund for approval at a special meeting of shareholders. FTA is a federally registered investment advisor and serves as the Fund’s investment advisor. FTA and its affiliate First Trust Portfolios L.P. (“FTP”), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services. FTA has collective assets under management or supervision of approximately $203 billion as of May 31, 2022 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts. FTA is the supervisor of the First Trust unit investment trusts, while FTP is the sponsor. FTP is also a distributor of mutual fund shares and exchange-traded fund creation units. FTA and FTP are based in Wheaton, Illinois. Chartwell has served as the investment sub-advisor to the Fund since September 14, 2007. Chartwell is an investment firm focusing on institutional, sub-advisory, and private client relationships. The firm is a research-based equity and fixed-income manager with a disciplined, team-oriented investment process. As of May 31, 2022, Chartwell had approximately $10.9 billion in assets under management. This press release contains certain forward-looking statements within the meaning of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Forward-looking statements include statements regarding the goals, beliefs, plans or current expectations of FTA and/or Horizon and their respective representatives, taking into account the information currently available to them. Forward-looking statements include all statements that do not relate solely to current or historical fact. For example, forward-looking statements include the use of words such as “anticipate,” “estimate,” “intend,” “expect,” “believe,” “plan,” “may,” “should,” “would,” “will” or other words that convey uncertainty of future events or outcomes. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of a Fund to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. When evaluating the information included in this press release, you are cautioned not to place undue reliance on these forward-looking statements, which reflect the judgment of FTA and/or Horizon and their respective representatives only as of the date hereof. No obligation will be undertaken to publicly revise or update these forward-looking statements to reflect events and circumstances that arise after the date hereof. The Fund’s daily closing price and net asset value per share as well as other information can be found at . View source version on © Business Wire 2022

TriState Capital Holdings Frequently Asked Questions (FAQ)

  • When was TriState Capital Holdings founded?

    TriState Capital Holdings was founded in 2007.

  • Where is TriState Capital Holdings's headquarters?

    TriState Capital Holdings's headquarters is located at One Oxford Centre, Pittsburgh.

  • What is TriState Capital Holdings's latest funding round?

    TriState Capital Holdings's latest funding round is Acq - P2P.

  • How much did TriState Capital Holdings raise?

    TriState Capital Holdings raised a total of $121.18M.

  • Who are the investors of TriState Capital Holdings?

    Investors of TriState Capital Holdings include Raymond James & Associates and Northwood Ventures.

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