PROTEUS CAPITAL SOLUTIONS

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
POTOMAC, Maryland
CRD number
309274
Registered since
May 5, 2020

Firm profile

FINTRX

Overview

Proteus Capital Solutions is organized as a limited liability company and is SEC-registered since 2020. The firm functions primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles. Public filings classify the firm as unclassified; it does not list itself as a capital allocator, is not identified as an active ESG investor, and is not reported as a multi-state adviser.

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

Contacts

1 of 1
  • PIERRE ALEXANDRE CHAO

    Managing PartnerCRD 1868373

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

POTOMAC, MD

MONTGOMERY

Location

POTOMAC, MD

Headquartered in POTOMAC, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
10122 River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth