| Relationships | Role | Relationship Start | Relationship End |
| Tristate Capital Holdings, Inc | Parent | 6/30/2015 | |
| Tristate Capital Holdings, Inc | Parent | 3/5/2014 | 6/29/2015 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Killen Group, Inc. | Seller | Discontinued | 4/30/2016 |