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PROTERRA INVESTMENT PARTNERS LP

MINNEAPOLIS, MN · CRD 282051 · IAPD ↗ · proterraasia.com · 612-257-7900

$3.71BRegulatory AUM
40Advisory reps
61Employees
0Clients
n/aPlanning clients
27Private funds
8States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

34
April 2025 — PROTERRA INVESTMENT PARTNERS LP notice-filed in IL, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — PROTERRA INVESTMENT PARTNERS LP added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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