Proteus – Private Market Investment Platform

PRIVATE MARKET INVESTMENT PLATFORM FOR WEALTH ADVISORS & FUND SPONSORS

Proteus is an investment platform developed to provide qualified investors with efficient access to private market investment opportunities, including private funds, co-investments, model portfolios and alternative investment pools. The Proteus platform streamlines the private market investment experience for both Wealth Advisors and Fund Sponsors.

Wealth Advisors use the Proteus platform to research private fund managers and their investments, review due diligence materials, construct portfolios of private market assets and deploy client capital through feeder funds established and managed through the Proteus platform.

Fund Sponsors collaborate with Proteus to provide qualified investors with access to their investment products through a controlled, scalable, technology-focused experience on the Proteus platform.

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 PRIVATE MARKET INVESTMENT CHALLENGES WITH INNOVATIVE SOLUTIONS

Proteus streamlines the process for Wealth Advisors to allocate the capital of their high-net-worth clients to bespoke portfolios of private market investments.

The Proteus solution was designed to help Wealth Advisors navigate the entry barriers that exist within private market investing while providing a platform for Fund Sponsors to showcase their private market offerings to qualified investors.

Once Wealth Advisors allocate client capital to private market investments through the Proteus platform, the operations team at Proteus leverages our proprietary technology to handle the administrative and back-office processing activities that are unique to participation in private market investing.