PROTEA ASSET MANAGEMENT LLC
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 170790
- Registered since
- April 8, 2016
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SEAN RISKOWITZ
Chief Executive OfficerCRD 6309667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
LULU CHENG MESERVEY MANAGEMENT, LLC
Exempt Reporting AdvisorPHILADELPHIA, PA
COX CAPITAL GENERAL PARTNER, L.L.C.
Exempt Reporting AdvisorPHILADELPHIA, PA
SAGONA CAPITAL, INC.
Exempt Reporting AdvisorPHILADELPHIA, PA
MISSIONOG
Exempt Reporting AdvisorPHILADELPHIA, PA
FR CAPITAL HOLDINGS, LP
Exempt Reporting AdvisorPHILADELPHIA, PA
ARCHETYPE FUND MANAGEMENT LLC
Exempt Reporting AdvisorPHILADELPHIA, PA