AUMdb

Protea Asset Management Llc

State-registered Investment Adviser CRD 170790 · SEC file 801-107459 · Philadelphia, PA · www.protea.am
☆ Save with Pro ADV data as of Mar 18, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$17.0M $620M
Mar 15, 2016 Mar 30, 2022

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2022 · $17.0M combined gross assets

FundTypeDomicileGross assetsOwners
Riskowitz Value Fund Lp master Hedge Fund Delaware $17.0M 13
Ithuba Investments, Lp Hedge Fund Delaware $0 0

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Riskowitz, Sean, Michael Managing Member (Registrant) Nov 2012 (14y) 75% or more
Maizey, Adrian, John Member/Coo/Cfo/Cco Aug 2016 (10y) 10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

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 (2, $17.0M gross assets)

FundTypeGross assetsMin. investmentOwners
Riskowitz Value Fund Lp Hedge Fund $17.0M $5.0M 13
Ithuba Investments, Lp Hedge Fund $0 $5.0M 0

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/18/2026 945 KB 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

Not reported.

Custody

Firm reports it does not have 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: Mar 18, 2026.

View current Form ADV (SEC/IAPD) ↗