Proteus, LLC (Indianapolis)

Name: Proteus, LLC
Address: 9100 Keystone Crossing, Indianapolis, IN, 46240
Telephone: 317-819-5500

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.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Proteus, LLC

Clay S. Sandberg joined the executive team most recently as the Chief Compliance Officer, Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jason Charles Brown	Chief executive officer	1 Feb 2012	Other	5602070
Clay S. Sandberg	Chief compliance officer, chief financial officer	1 Feb 2012	Other	5602194
Llc Keystone International Holdings	Sole member and manager	1 Feb 2012	75% - 100%	27-1614705

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jason Charles Brown	Member and manager	1 Jan 2010	50% - 75%	5602070
Clay S. Sandberg	Member and manager	1 Jan 2010	Other	5602194
Ryan M. Laughon	Member and manager	1 Jan 2010	Other	5602362
Paul D. Freeland	Member and manager	1 Jan 2010	Other	6065017

Based in Indianapolis

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.