MINNEAPOLIS, MNCRD 282051Latest ADV April 30, 2026
Proterra Investment Partners LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated April 30, 2026, reports $3.7B in regulatory assets under management, 61 employees, 9 offices, and 28 accounts.
Assets Under Management
$3.7B
Employees
61
Offices
9 offices
Total Clients
28
Primary office
MINNEAPOLIS, MN
33 SOUTH SIXTH STREET, SUITE 4100, MINNEAPOLIS, MN, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 96.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
96.4%
27
2
SMA - INV COMPANIES
3.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of April 30, 2026
Discretionary100.0%
$3.7B
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$3.7B
Total Accounts28
10Y AUM Change+$1.3B (+53.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee0:1
10Y Employee Change+40 (+190.5%)
* 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.