# Proterra Investment Partners LP

> Proterra Investment Partners LP is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 282051
- Filed as: PROTERRA INVESTMENT PARTNERS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282051
- AdvisorCensus page: https://advisorcensus.com/firm/proterra-investment-partners-lp-minneapolis-mn-282051

## Quick answers

**How is Proterra Investment Partners LP compensated?**
On its Form ADV (Item 5.E, October 2026), Proterra Investment Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Proterra Investment Partners LP charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Proterra Investment Partners LP located?**
Proterra Investment Partners LP's principal office is in Minneapolis, MN, according to its Form ADV; the June 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Proterra Investment Partners LP registered with the SEC or a state?**
Proterra Investment Partners LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 282051.

**How much does Proterra Investment Partners LP manage?**
Proterra Investment Partners LP reports $3,713,249,148 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Proterra Investment Partners LP's assets and staff changed since 2021?**
In the Form ADV data for Proterra Investment Partners LP: Regulatory assets under management: $3,661,798,766 in the October 2021 data and $3,713,249,148 in the October 2026 data, up 1%. Total employees: 58 in October 2021 and 61 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Proterra Investment Partners LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); other (1).

**Which custodians does Proterra Investment Partners LP use?**
Proterra Investment Partners LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bank National Association as a custodian holding 10% or more of its separately managed account assets.

**Does Proterra Investment Partners LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282051

**What changed in Proterra Investment Partners LP's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> The investors in each Fund pay Proterra a management fee (the “Management Fee”), calculated and payable quarterly in advance, at an annual rate generally ranging from 1.0% to 2.0% of either the investor’s capital commitment or invested capital, as appropriate and defined in the Funds’ Offering Documents.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,713,249,148
- Discretionary: $3,713,249,148
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $3,678,082,450 |
| Other | 1 | $35,166,698 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 61 total, 40 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MN, MT, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Fountain Hills, AZ
- London
- Shanghai
- Singapore

### Websites listed on Form ADV (Item 1.I)
- [proterraasia.com](https://proterraasia.com)
- [proterrapartners.com](https://proterrapartners.com)
- [proterravalueinvestors.com](https://proterravalueinvestors.com)
- LinkedIn @proterra-investment-partners
- LinkedIn @proterra-asia

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,661,798,766 | 58 | May 10, 2021 |
| October 2022 | $3,948,727,698 | 54 | April 1, 2022 |
| October 2023 | $3,944,952,392 | 54 | March 31, 2023 |
| October 2024 | $3,654,141,655 | 56 | August 7, 2024 |
| October 2025 | $3,609,255,187 | 61 | April 29, 2025 |
| October 2026 | $3,713,249,148 | 61 | May 15, 2026 |

Regulatory assets under management: $3,661,798,766 in the October 2021 data and $3,713,249,148 in the October 2026 data, up 1%.
Total employees: 58 in October 2021 and 61 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- No longer lists an office in Leesburg, VA.
- No longer lists an office in Sao Paulo.
- No longer lists an office in Sydney.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proterra Investment Partners LP (CRD 282051): Form ADV filing data as of October 2026.