INDIANAPOLIS, INCRD 164085Latest ADV April 6, 2026
Proteus, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 6, 2026, reports $260M in regulatory assets under management, 15 employees, 1 office, and 29 accounts.
Assets Under Management
$260M
Employees
15
Offices
1 office
Total Clients
29
Primary office
INDIANAPOLIS, IN
510 E. 96TH STREET, SUITE 400, INDIANAPOLIS, IN, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of April 6, 2026
Discretionary100.0%
$260M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$260M
Total Accounts29
10Y AUM Change+$150M (+136.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee2:1
10Y Employee Change+6 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.