Proteus, LLC

RIASEC RegisteredEst. 2021
Total AUM
$260M
Discretionary
$260M
100% of AUM
Avg account
$9M
Accounts
29
Employees
15
Advisory reps
7

Firm details

Headquarters
Indianapolis, Indiana
CRD number
164085
Registered since
May 17, 2021
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Proteus, LLC is an SEC-registered investment adviser formed in 2021 that operates as a hedge fund manager serving institutional clients. The firm focuses on managing pooled investment vehicles and acts as sponsor, general partner, and managing member of those vehicles. Its advisory remit includes direct portfolio management for pooled funds and the selection of other advisers, suggesting it runs both manager-of-managers structures and vehicles that rely on sub-advisers. Proteus charges fees based on a percentage of assets under management and does not present itself as an ESG investor or as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Molly Herendeen

    Chief Operating OfficerCRD 7879537

  • Anya Janeway

    Chief Accounting OfficerCRD 7891110

Contacts

3 of 5
  • Eric Knauss

    Eric Knauss

    PresidentCRD 1292814

  • Ryan Laughon

    Ryan Laughon

    PresidentCRD 5602362

  • Jason Brown

    Jason Brown

    Founder and Chairman of the BoardCRD 5602070

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
510 E 96th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth