Proteus, LLC is an adviser based in Indianapolis. It has been registered with the SEC as an adviser since 2012.
Proteus provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Proteus, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Clay S. Sandberg joined the executive team most recently as the Chief Compliance Officer, Chief Financial Officer.
The principal office where Proteus, LLC performs its advisory services is located at 9100 Keystone Crossing, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-819-5500 or by fax 317-815-1381. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.proteuscapital.net.