Proterra Investment Partners Lp

Proterra Investment Partners LP, a registered investment adviser, was established in 2015 by Partners Richard Gammill, Brent Bechtle, James Sayre, and Torben Thordsen. The firm manages approximately $3.6 billion in regulatory assets under management as of December 31, 2024, primarily through private pooled investment vehicles offered on a private placement basis. Proterra focuses on various investment strategies, including farmland, credit, growth equity, sustainable agriculture, and asset-based lending. The firm charges management fees ranging from 1.0% to 2.0% of assets under management, with the ability to defer or waive fees. Proterra also receives performance-based fees in the form of carried interest. The firm provides investment advisory services to a range of clients, including corporations, pension plans, endowments, foundations, and high net worth individuals, with a minimum investment requirement typically not less than $250,000. Proterra follows a fundamental research-based approach and implements investment strategies through private equity and private credit fund structures. The firm has not been involved in any legal or disciplinary events in the past 10 years. Proterra exercises discretionary authority over client investments and has adopted proxy voting policies to vote proxies in the best interest of clients. The firm maintains custody of client assets and undergoes an annual audit by an independent public accounting firm. Proterra has no financial conditions impairing its ability to manage funds or meet commitments.