SourcingSourcing

PROTERRA INVESTMENT PARTNERS LP

C26
CRD 282051·SEC 801-106951·MINNEAPOLIS, MN
AUM
$3.71B
$1B+
Est. Revenue
$37.1M
@ 1% on AUM
Est. EBITDA
$11.1M
@ 30% margin
Est. Deal Value
$89.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROTERRA INVESTMENT PARTNERS LP
CRD
282051
SEC file #
801-106951
EIN
000000000
DBA names
—

Economics

AUM
$3.71B
AUM band
$1B+
AUM trajectory
'20'26
$2.65B → $3.71B▲ +40%
Client mix
Pooled Investment Vehicles27
Other1

Operations

Employees (total)
61
Advisory staff (per ADV)
40
Advisory staff (5-yr trend)
'20'26
34 advisors → 40 advisors▲ +18%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Trademedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
proterraasia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PROTERRA HOLDCO LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
PROTERRA HOLDCO LP
GQG PRIVATE CAPITAL SOLUTIONS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PROTERRAASIA.COM
Rdap Domain Creation Date
2021-10-19T04:00:47Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
45
Form 5500 Total Compensation
67,616
Form 5500 Compensation Trajectory 3y
202667,616
20240
Form 5500 Plan Count Trajectory 3y
20241
20261
Schedule C Total Compensation
67,616
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001707899
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-06-12
Edgar Last Filing Date
2017-06-12
Edgar Form D Count
1
Edgar Form D Offerings
2017-06-122017-06-12 · 0001707899-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
E*trade8
Full
Bny Mellon32
E*trade14
U.s. Bank6
Edgar Addresses
Mailing
33 SOUTH SIXTH STREET, SUITE 4100MINNEAPOLIS, MN 55402
Business
33 SOUTH SIXTH STREET, SUITE 4100MINNEAPOLIS, MN 55402
Edgar EIN
000000000
Edgar Recent Filings
D2017-06-12 · 0001707899-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-19T04:00:47Z
Rdap Domain Last Changed
2025-01-06T14:44:21Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
BECHTLE, BRENT, CHRISTOPHER
Executive Officer · 2.5%
1704939
GAMMILL, RICHARD, LEE
Executive Officer · 2.5%
6580222
SAYRE, JAMES, DAVID
Executive Officer · 2.5%
6580224
THORDSEN, TORBEN, THORD
Executive Officer · 2.5%
6580223
WALLER, MATTHEW, DAVID
Executive Officer · 2.5%
6580225
TIMOTHY SHANE WRIEDT
Executive Officer · 2.5%
4404748
Swanson, Matthew, Aaron
Executive Officer · 2.5%
8263513