Proterra Investment Partners LP

RIASEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$133M
Accounts
28
Employees
61
Advisory reps
7

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
282051
Registered since
December 21, 2015
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.05%
  • Other0.95%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Proterra Investment Partners LP is a limited partnership that operates as a fund manager focused on private funds and pooled vehicles. The firm is SEC-registered (since 2015) and positions itself across private equity and real estate strategies while functioning as a multifaceted fund manager. Its client base is institutional, and its advisory remit centers on portfolio management for pooled investment vehicles. Proterra also performs sponsor and general partner roles and is listed as a CPO/CTA, indicating involvement in commodity futures or managed futures activity alongside fund sponsorship. The firm’s economic model relies on a mix of percentage-of-AUM and performance-based fees. Proterra is not identified as an active ESG investor. It does not present itself primarily as a capital allocator, which aligns with its role in sponsoring and managing proprietary pooled funds rather than acting solely as an allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
33 S 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth