Assets Under Management

$217.6M

Number of Clients

23

Number of Advisors

3

Average Client AUM

$9.5M

AUM per Advisor

$72.5M

Compensation

Fee-Only (AUM)

About This Firm

Proteus operates an alternative investment platform, offering professionally managed investment strategies. They select and monitor third-party investment managers and construct portfolios of investment products. Proteus provides investment management and advisory services to feeder funds and master funds.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.96%
$25.0M - $50.0M0.84%
$50.0M - $75.0M0.72%
$75.0M - $100.0M0.60%
$100M+0.48%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

8900 Keystone Crossing, Suite 500, Indianapolis, IN, 46240

3 Advisors at this firm

Proteus, Llc | TrueAdvisor