Investment adviser · CRD 164085

PROTEUS, LLC

Investment adviser filing (IA)

INDIANAPOLIS, IN, United States · Form ADV filed Jul 29, 2026

Regulatory AUM
$260M
Form ADV · Item 5.F
Client accounts
29
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles29$259,790,771100.0%
Filing source

Form ADV 2121935 · Jul 29, 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.

PROTEUS SERIES FEEDER FUND III, LLC - CYNOSURE PARTNERS ACCESS VEHICLEOther Private Fund · Last reported Jul 29, 2026$64.3MGross asset value

Form D fundraising filings

Proteus Series Feeder Fund III, LLC - Cynosure Partners Access Vehicle

Fund administrator PROTEUS FINANCIAL SOLUTIONS INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-3095395497
Reported beneficial owners
132
Minimum commitment
$350K
Form D file number
021-474313

Form ADV 2121935 · Jul 29, 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.

PROTEUS FEEDER I OFFSHORE SPC, LTD. - SEGREGATED PORTFOLIO IAOther Private Fund · Last reported Jul 29, 2026$33.5MGross asset value

Form D fundraising filings

Proteus Feeder I Offshore SPC Ltd. - Segregated Portfolio 1A

Fund administrator PROTEUS FINANCIAL SOLUTIONS, LLC INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-7615804648
Reported beneficial owners
51
Minimum commitment
$100K
Form D file number
021-494858

Form ADV 2121935 · Jul 29, 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.

PROTEUS SERIES FEEDER FUND I, LLC - SERIES 1AOther Private Fund · Last reported Jul 29, 2026$31.5MGross asset value

Form D fundraising filings

Proteus Series Feeder Fund I, LLC - Series 1A

Fund administrator PROTEUS FINANCIAL SOLUTIONS, LLC INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-3440807287
Reported beneficial owners
72
Minimum commitment
$50K
Form D file number
021-494917

Form ADV 2121935 · Jul 29, 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.

PROTEUS MASTER FUND I, LLCOther Private Fund · Last reported Jul 29, 2026$30MGross asset value

Form D fundraising filings

Proteus Master Fund I, LLC

Fund administrator PROTEUS FINANCIAL SOLUTIONS INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-4376675504
Reported beneficial owners
57
Minimum commitment
$50K
Form D file number
021-216114

Form ADV 2121935 · Jul 29, 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.

PROTEUS MASTER FUND II, LLCOther Private Fund · Last reported Jul 29, 2026$29.3MGross asset value

Form D fundraising filings

Proteus Master Fund II, LLC

Fund administrator PROTEUS FINANCIAL SOLUTIONS INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-7140698124
Reported beneficial owners
153
Minimum commitment
$50K
Form D file number
021-199390

Form ADV 2121935 · Jul 29, 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.

PROTEUS SERIES FEEDER FUND III, LLC - SERIES 3TOther Private Fund · Last reported Jul 29, 2026$28.7MGross asset value

Form D fundraising filings

Proteus Series Feeder Fund III, LLC - Series 3T

Fund administrator PROTEUS FINANCIAL SOLUTIONS, LLC INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-4174936766
Reported beneficial owners
6
Minimum commitment
$50K
Form D file number
021-494921

Form ADV 2121935 · Jul 29, 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.

PROTEUS SERIES FEEDER FUND IV, LLC - GROWTH FUND IOther Private Fund · Last reported Jul 29, 2026$27.3MGross asset value

Form D fundraising filings

Proteus Series Feeder Fund IV, LLC - Growth Fund I

Fund administrator PROTEUS FINANCIAL SOLUTIONS, LLC INDIANAPOLIS, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KATZ, SAPPER & MILLER INDIANAPOLIS, Indiana, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

KATZ, SAPPER & MILLER
PCAOB 2804

CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-4234176384
Reported beneficial owners
2
Minimum commitment
$250K
Form D file number
021-541980

Form ADV 2121935 · Jul 29, 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: Jul 29, 2026. View historical filings

Reported services

Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

510 E. 96TH STREET, SUITE 400
INDIANAPOLIS, IN, 46240, United States

CRD 164085

Filing source

Form ADV 2121935 · Jul 29, 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.