Proterra Investment Partners LP

RIASEC RegisteredEst. 2015
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$133M
Accounts
28
Employees
61
Advisory reps
8

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
282051
Registered since
December 21, 2015
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.05%
  • Other0.95%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Proterra Investment Partners LP is a limited partnership formed and SEC-registered in 2015 that operates as a fund manager focused on private-market strategies. The firm is organized to run private equity and real estate funds and is described as a multifaceted fund manager; its client base is institutional. It serves as sponsor/GP and managing member of pooled investment vehicles and provides portfolio management for those vehicles. Proterra also carries CPO/CTA designations. Compensation is a combination of a percentage-based management fee and performance-linked fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Timothy Wriedt

    Timothy Wriedt

    Chief Compliance OfficerCRD 4404748

  • Matthew Waller

    Chief Operating OfficerCRD 6580225

  • Matthew Swanson

    Chief Legal OfficerCRD 8263513

Contacts

3 of 5
  • Brent Bechtle

    PartnerCRD 1704939

  • Richard Gammill

    Richard Gammill

    Managing PartnerCRD 6580222

  • James Sayre

    James Sayre

    PartnerCRD 6580224

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
33 S 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth