Advisor Questionnaire

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Advisory Firm or Entity Name *

Name of Representative *

First

Last

Phone *

Email *

Please select all that apply to your advisory firm or entity: *

Qualified Institutional Buyer
An advisory firm that is a Qualified Institutional Buyer managing at least $100 million discretionary AUM
Advising Insitutional Accounts
An advisory firm that represents clients that are Institutional Accounts, individuals or entities with total assets of at least $50 million
Advising Qualified Purchasers
An advisory firm that represents clients who are Qualified Purchasers, individuals with $5 million or more in investments
Advising Accredited Investors
An advisory firm that represents clients who are Accredited Investors, individuals with $1 million or more in net worth or with income exceeding $200,000 in each of the past two years with an expectation of the same this year ($300,000 if filing jointly)
None
None of these apply to my business

What is your level of AUM? *

Do you currently recommend alternative (private) investments to your clients? *

What Types of Alternative Investments Interest You? *

(Optional) In Your Own Words, Explain What You Hope to Achieve by Partnering with Proteus:

(Optional) When Would You Like to Begin Using the Proteus Platform?

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