Investment adviser · CRD 282051

PROTERRA INVESTMENT PARTNERS LP

Investment adviser filing (IA)

MINNEAPOLIS, MN, United States · Form ADV filed May 15, 2026

Regulatory AUM: $3.71B
Client accounts: 28
Employees: 61
Advisory professionals: 40

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	27	$3,678,082,450	99.1%
Other clients	1	$35,166,698	0.9%

Filing source

Form ADV 2103807 · May 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

29 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PROTERRA M&M CO-INVEST FUND LPPrivate Equity Fund · Last reported Feb 17, 2026$0Gross asset value

Form D fundraising filings

Proterra M&M Co-Invest Fund LP

Fund administrator SS&C GLOBEOP EDINA, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-1010974934
Reported beneficial owners: 5
Minimum commitment: $5M
Form D file number: 021-384161

Form ADV 2048628 · Feb 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 15, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

33 SOUTH SIXTH STREET, SUITE 4100
MINNEAPOLIS, MN, 55402, United States

CRD 282051

Filing source

Form ADV 2103807 · May 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.