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.


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.

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.





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