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PROTEUS, LLC

INDIANAPOLIS, IN · CRD 164085 · IAPD ↗ · 317-653-2756

$259.8MRegulatory AUM
3Advisory reps
15Employees
0Clients
n/aPlanning clients
29Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2024 — PROTEUS, LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — PROTEUS, LLC reported RAUM up 67% ($128.8M -> $215.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.