← Directory

PROTERRA INVESTMENT PARTNERS LP

CRD 282051File 801-106951
APPROVED
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.71B
Top 25% of cohort (national)
Discretionary AUM
$3.71B
Clients
27
28 accounts
Employees
61
Top 25% of cohort in MN

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
CHRO
Registration date
Dec 21, 2015
Principal office
33 SOUTH SIXTH STREET, SUITE 4100, MINNEAPOLIS, MN, 55402
Phone
612-257-7900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.71B
Discretionary AUM
$3.71B
Non-discretionary AUM
$0
Discretionary accounts
28
Non-discretionary accounts
0
Total accounts
28
AUM per client
$137.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles27$3.68B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients2827
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.