PROTERRA INVESTMENT PARTNERS LP

RIASEC RegisteredEst. 2015

Total AUM

$3.7B

Discretionary

$3.7B

100% of AUM

Avg account

$133M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 282051
Registered since: December 21, 2015
Website: www.proterrapartners.com
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 registered with the SEC in 2015 that operates as a multifaceted fund manager concentrated on private funds. Its primary classifications are private equity and real estate fund management, and the firm acts as sponsor, general partner and managing member of pooled investment vehicles. Proterra provides portfolio management for pooled vehicles and also functions in a CPO/CTA capacity, which suggests it engages in commodity pool or managed futures activity alongside its private fund operations. Its client base is institutional, and its fees combine a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor and is structured as a domestic entity with individual ownership.