Proteus, Llc
- Regulatory AUM
- $260M
- Discretionary
- $260M
- Clients
- 29
- Avg AUM / client
- $9.0M
- Accounts
- 29
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 29 | $260M | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $180M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 1825 Capital Enhanced Income Strategy, Llc master | Other Private Fund | Delaware | $30.6M | 32 |
| Proteus Master Fund Iii, Llc master | Other Private Fund | Delaware | $30.6M | 52 |
| Proteus Master Fund Ii, Llc master | Other Private Fund | Delaware | $27.7M | 61 |
| Proteus Master Fund I, Llc master | Other Private Fund | Delaware | $25.9M | 26 |
| Proteus Series Feeder Fund Iii, Llc Cynosure Partners Access Vehicle | Other Private Fund | Illinois | $25.2M | 29 |
| Proteus Private Equity Fund I, Llc master | Other Private Fund | Delaware | $11.0M | 6 |
| Weather Mark Long/Short, Llc | Hedge Fund | Delaware | $8.9M | 8 |
| Proteus Private Equity Fund Ii, Llc master | Other Private Fund | Delaware | $7.7M | 13 |
| Proteus Absolute Return Hedge Fund Of Fund I, Llc master | Other Private Fund | Delaware | $3.1M | 11 |
| Proteus Private Credit Non Core Fund I, Llc master | Other Private Fund | Delaware | $2.8M | 9 |
| Proteus Real Assets Non Core Fund I, Llc master | Private Equity Fund | Delaware | $2.6M | 9 |
| Proteus Private Credit Core Fund I, Llc master | Other Private Fund | Delaware | $1.8M | 8 |
| Proteus Directional Hedge Fund Of Funds I, Llc master | Other Private Fund | Delaware | $1.7M | 9 |
| Proteus Real Assets Core Fund I, Llc master | Private Equity Fund | Delaware | $868K | 6 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Charles Brown | Shareholder And Director | Jan 2010 (17y) | ≈ 18.75% – 50% via Proteus Holdings, Llc | |
| Eric Gray Knauss | President And Chief Investment Officer | CFA | Aug 2014 (12y) | Less than 5% |
| Herendeen, Molly, Christine | Chief Operations Officer | Jul 2023 (3y) | Less than 5% | |
| Janeway, Anya, Marie | Chief Accounting Officer | Feb 2024 (3y) | Less than 5% | |
| Laughon, Ryan, M. | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| David Smith Rankin | Registered representative | CFP | Mar 2023 (3y) | |
| Jeffrey Michael Mcclure | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Proteus Holdings, Llc | Direct Owner | Jul 2020 | A | 75% or more |
| Keystone International Holdings, Inc | Owner | Feb 2012 | B | ≈ 18.75% – 50% via Proteus Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason Charles Brown: 25% – 50% of Proteus Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Keystone International Holdings, Inc: 25% – 50% of Proteus Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $180M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 6.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗