PROTEUS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$260M
Discretionary
$260M
100% of AUM
Avg account
$9M
Accounts
29
Employees
15
Advisory reps
6

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 organized as a limited liability company that operates as a hedge fund manager focused on institutional clients. The firm runs and sponsors pooled investment vehicles and also hires and oversees third‑party managers, positioning itself as both a direct manager and a manager-of-managers. Proteus, LLC charges fees calculated as a percentage of assets under management and does not present itself as a capital allocator or pension consultant. The firm is not an active ESG investor. Registered with the SEC in 2021, Proteus, LLC serves an institutional client base through portfolio management for pooled vehicles and through selection of other advisers. Structurally, the firm functions as sponsor, general partner and managing member for its funds, indicating control of fund governance, fund administration selection and manager oversight rather than a pure advisory-only model.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 4
  • ERIC KNAUSS

    PresidentCRD 1292814

  • RYAN LAUGHON

    PresidentCRD 5602362

  • JASON BROWN

    Founder and Chairman of the BoardCRD 5602070

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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