PROTEA ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
170790
Registered since
April 8, 2016

Firm profile

FINTRX

Overview

Protea Asset Management LLC is a small, SEC-registered investment adviser formed in 2016 and organized as a limited liability company under individual ownership. The firm’s activity centers on managing pooled alternative vehicles and allocating capital to third‑party alternative managers. Its allocation focus includes private equity, hedge funds, private placements and fund‑of‑fund structures, and it also invests in corporate debt. Protea identifies as a sponsor and general partner, acting as managing member for pooled investment vehicles, which suggests the firm organizes and operates private funds in addition to providing advisory services. The adviser is not flagged as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SEAN RISKOWITZ

    Chief Executive OfficerCRD 6309667

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
325 Chestnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth