We are proud to announce our collaboration with Pathway Capital Management, the newest opportunity available through our private investment access platform. This initiative has been earmarked for Registered Investment Advisors and their high-net-worth clients, offering modernized access to private equity opportunities and co-investment solutions. Discover how this collaboration leverages Pathway's decades of expertise and the Proteus technology to open new doors in private market investing. Learn more about the benefits and future prospects of this exciting initiative on our website. Read the full details here. https://lnkd.in/gU2sFS2C #PrivateEquity #InvestmentOpportunities #Proteus #PathwayCapitalManagement #FinanceInnovation
关于我们
Proteus is an investment platform developed to provide qualified investors with efficient access to private market opportunities, including private funds, co-investments, model portfolios and alternative investment pools. The platform streamlines the investment process for both Wealth Advisers and Fund Sponsors. Wealth Advisers use the platform to research managers and investments, review due diligence materials, construct portfolios of alternative assets and deploy capital through feeder funds managed by Proteus. Fund Sponsors partner with Proteus to provide qualified investors with access to their investment products through a controlled, scalable, technology-focused solution. Proteus, LLC is registered as an investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training.
- 网站
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https://www.proteuscapital.us
Proteus, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Indianapolis，Indiana
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Alternative Investments
地点
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主要
获取路线
8900 Keystone Crossing
Suite 500
US，Indiana，Indianapolis，46240
Proteus, LLC员工
动态
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New Partnership Alert at Proteus! We are pleased to announce our collaboration with Barrel Strength Partners to broaden access to specialized bourbon investment opportunities. Through this partnership, we introduce strategic financing within the bourbon industry, aimed at enhancing the portfolios of RIAs and their clients. Learn more about this new venture from Barrel Strength Partners and Proteus. #Proteus #BarrelStrengthPartners #BourbonInvestment #AlternativeInvestments #FinanceNews
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Proteus is proud to announce a new collaboration with Concurrent Investment Advisors. Our Alternative Asset Platform is now integrated into Concurrent's suite of offerings. Read more about our recent partnership. #Proteus #Concurrent #AlternativeAssets #Alts https://lnkd.in/grhhaBRt
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Our VP of Client Experience Marissa Frizzell joined host Elana Margulies Snyderman on this episode EisnerAmper's Engaging Alternative Spotlight podcast. They spoke about opportunities and challenges in the alternative space. Take a listen! #alternativeinvestments #fundoffundsinvesting #privateequity
My EisnerAmper Engaging Alternatives Podcast with Marissa Frizzell, VP of Client Experience at Proteus, LLC, who shares her outlook for fund of funds investing, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more. #fundoffundsinvesting #opportunities #challenges #esg
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We are lucky to have you, Jack Rellinger! Good luck as you start back at Notre Dame!!
As the school year begins, I’m thrilled to reflect on an amazing experience this summer at Proteus, LLC. I had the opportunity to work closely with leadership on our first AI initiatives and various software projects, all while gaining valuable insight into the world of alternative investments. A special thanks to the entire Proteus team for making this summer unforgettable. I’m also excited to share that I’ll be continuing my work at Proteus remotely, advancing the projects I started during my internship!
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How is artificial intelligence revolutionizing the alternative investments landscape? At Proteus, we're not just watching the change; we're driving it. Explore how AI enhances efficiency and insight in our latest blog post. Uncover the transformative power of AI in alts and see what the future holds! Read the full article here: https://hubs.ly/Q02HJcNt0 #AI #AlternativeInvestments #FinanceInnovation #Proteus
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Join us at ALTS Chicago on July 22-23, where Proteus is proud to be a Silver Sponsor. Don't miss the chance to connect with our very own Marissa Frizzell, VP of Client Experience, and Dave Rankin, Director of Business Development. They will be hosting an insightful round table discussion that you won’t want to miss. #ALTSCHI #Proteus
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Tomorrow is the Minnesota RIA Summit! Marissa Frizzell will be moderating a panel at 11 a.m. Tuesday on "Alternatives | Leveraging Investments in Client Relationships." Looking forward to seeing you all there! #PortfolioSummits #InvestmentStrategies #RIA #AlternativeInvestments #Alts
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We are excited for Marissa Frizzell to lead a panel on Leveraging Investments in Client Relationships at Minnesota RIA Summit next week! Will we see you there? Let us know!
Marissa Frizzell is the Vice President of Client Experience at Proteus, LLC. Her role involves managing relationships, marketing, distribution, and training both new and existing users of the Proteus Platform. ? Before joining Proteus, Marissa worked at Archway Technology Partners, which was acquired by SEI Investment Co. in 2017. At Archway, she held various positions, including Sales Director for the Family Office and Multi-Family Office sector. Archway specialized in portfolio aggregation, partnership accounting, performance reporting, and general ledger software for family offices. ? Marissa also played a key role in creating the SEI Archway Training team. Her contributions included developing online training for new hires, improving online product documentation and enhancement notices, and overseeing the Client Support Portal. ? She has brought her extensive experience in the family office and software industry to Proteus, where she focuses on simplifying the process of investing in alternatives. Marissa holds a Bachelor of Science degree in Finance from Butler University. ? Join Marissa Frizzell for her 11am presentation, Alternatives | Leveraging Investments in Client Relationships: at the Minnesota RIA Summit on June 25th.? ? ?Click here to learn about Proteus: https://lnkd.in/efhX4nUT ? Register here for Minnesota RIA Summit:?https://lnkd.in/eSfxRjvx #PortfolioSummits #InvestmentStrategies #Minneapolis #RIAcommunity
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Our own David Rankin, CFP? and Marissa Frizzell were able to attend the 3rd annual Indianapolis Investment Forum hosted by CFA Society Indianapolis. One of their favorite parts was hearing the following: George Walker, CEO of Neuberger Berman, anticipates that retail investors’ portfolios will continue to look more like institutional portfolios with closer to a 20% allocation to private markets compared to today’s typical allocation of less than 2%. We couldn’t agree more. Use the link below to schedule a demo to learn how Proteus can help add alternatives to the mix. https://lnkd.in/dmGb-eHP
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