Build A More Diversified Portfolio

A New Paradigm In Alternative Asset Management

Streamlined Alternative Investment Platform

Proteus offers customized private market investment access and portfolio management systems for qualified purchasers and accredited investors. Our solutions provide new opportunities for sophisticated investors, advisors, institutions, managers, and sponsors.

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Proteus By The Numbers

Total wealth management AUM of firms with access to Proteus

AUM of Fund Managers
on the platform

Average years’ experience of the Proteus team in Alternative Assets

Solving Investment Challenges With Innovative Solutions

A common obstacle advisors and investors face is building an alternative allocation that complements an existing portfolio of traditional investments. Proteus’ unique private investment solution helps participants overcome barriers to entry by providing access to smaller investments with potential for returns, top-level investments, and co-investing deals. Using our innovative platform of tools, technology, and educational support, investors can more easily incorporate alternative investments into their practice.

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Find and source alternative investments
Adaptable tools tailored to your business
Reducing admin and back-office burdens
Streamlined operational due diligence
Comprehensive reporting and analytics
White glove customer service

Helping Investment
Professionals Boost Their
Potential In Alternative Assets

Proteus’ comprehensive platform solutions are flexible for both the buy and sell side of private investments. On the buy side, the solutions for investors and advisors include sourcing of pre-vetted funds, sub-asset class pools, alternative model portfolio and co-investment opportunities all through a single electronic subscription agreement, aggregated reporting and a consolidated K1.
On the sell side, fund managers and sponsors can use our technology as a utility to scale access to the private wealth intermediary channels: independent RIAs, MFOs, IBDs and regional Private Banks. Our technology also provides secure document management, investment tracking, strategies, and opportunities on our 24-hour platform.
Buy
Sell

Investors

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Advisors

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Managers

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Sponsors

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PROTEUS INSIGHTS

Stay connected on the latest platform and market updates.

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Proteus’ ability to create a single feeder fund that consolidates the subscription documentation process is significant, and the holy grail for complex, alts-heavy firms. This likely puts Proteus on the maps of many, many other firms looking to reduce [operational] complexity and make it easier for clients to work with them.
DOUG FRITZ
DOUG FRITZCEO, F2 STRATEGY
Proteus stood out to us as a leader in the space because of their flexibility. Proteus’ innovative, evergreen feeder structure will allow us to scale our alternative platform quickly and efficiently while their ability to implement alternative model portfolios is unique in this market.
Jim Steiner
Jim SteinerChief Investment Officer at 1834
We are thrilled to partner with Proteus. Their alternative investment expertise, technology, and resources will enable us to grow and expand our business, and we believe that this partnership will be mutually beneficial.
Eric Koeplin
Eric KoeplinCEO & Chief Investment Officer of Alpha Principle
Right out of the box, the Proteus solution stood out immediately to us in its ability to adapt to our demanding requirements. Further, our organizations share a common goal of delivering solutions to our clients and partners that truly solve problems and make a positive difference in business outcomes. This will be an exciting partnership.
Michael Bell
Michael BellManaging Director of Primark
Our search for the right partner to support the growth of our fund offerings was focused on ensuring the highest quality solution for our clients. In a sea of similar offerings, the Proteus solution stood out as differentiated. Proteus presented an idea that redefined the concept of feeder funds, and we believe will deliver tremendous benefits to our participating investors.
David Hunter
David HunterHead of Investor Relations at Cynosure
It is Proteus’ innovative solution and dedication to quality that resonated and aligned so well with our firm.
Zacc Call
Zacc CallPresident and Managing Director at Capita
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