PROTERRA INVESTMENT PARTNERS LP

33 South Sixth Street
Suite 4100
Minneapolis, Minnesota 55402
Tel: 612-257-7900

About PROTERRA INVESTMENT PARTNERS LP

PROTERRA INVESTMENT PARTNERS LP, formally registered with the SEC as PROTERRA INVESTMENT PARTNERS LP. The firm was established in 12/21/2015. They have over 11 offices throughout the country.

PROTERRA INVESTMENT PARTNERS LP is a Minneapolis, Minnesota based Financial Planning firm with nearly $3,654,141,655 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282051
SEC#	801-106951
Assets Managed by Firm	$3,654,141,655
No. of Clients	21
No. of Advisors	56

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$3,654,141,655

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