Accredited investor

Arta Finance Officially Opens to all Qualified Investors, Announces $100 Million in Member Assets

Retrieved on: 
Wednesday, October 18, 2023

MOUNTAIN VIEW, Calif., Oct. 18, 2023 /PRNewswire/ -- Arta Finance, a fintech company transforming the way people grow, protect and enjoy their wealth, today announced it has officially opened its digital family office platform to all qualified investors in the US. Arta came out of stealth in late 2022 after raising over $90 million and started onboarding members through an invite-only program earlier this year. Since then, Arta has significantly expanded its product offering, and hired industry leaders to scale the platform in the U.S. and beyond. Members have trusted Arta to manage more than $100 million on their behalf and are deepening their engagement with the platform to create better financial futures for themselves and their families.

Key Points: 
  • Arta came out of stealth in late 2022 after raising over $90 million and started onboarding members through an invite-only program earlier this year.
  • The increasing divide in wealth indicates continued inequality in wealth-generating opportunities – what Arta terms the 'financial superpowers' – for the vast majority of people.
  • Arta Finance addresses this by providing access to investment opportunities and financial strategies typically only available to the ultra-wealthy via family offices and private banks.
  • Arta Finance is currently available to individuals who meet the SEC definition of either Accredited Investor, Qualified Purchaser, or Qualified Client.

Sanders Morris Harris and Proteus, LLC Renew Partnership Goals to Expand Private Investment Opportunities to RIAs and Fund Managers

Retrieved on: 
Thursday, April 6, 2023

INDIANAPOLIS, April 6, 2023 /PRNewswire/ -- Proteus, LLC, an innovative portfolio management and private investment solutions provider, and Sanders Morris Harris (SMH), a high-touch custodial and brokerage service provider, have renewed their partnership commitment to bring a full-service, private investment solution to RIA clients.

Key Points: 
  • INDIANAPOLIS, April 6, 2023 /PRNewswire/ -- Proteus, LLC, an innovative portfolio management and private investment solutions provider, and Sanders Morris Harris (SMH), a high-touch custodial and brokerage service provider, have renewed their partnership commitment to bring a full-service, private investment solution to RIA clients.
  • "Sanders Morris Harris was an early adopter of the Proteus Platform and was instrumental in helping us establish relationships with Dallas area GPs residing on our platform.
  • We look forward to growing our partnership to continue meeting the private investment needs of their client base."
  • SMH provides custodial services to advisors and will continue to use Proteus, LLC as an alternative investment platform through their Institutional Group.

Mattel Announces Fourth Quarter and Full Year 2022 Financial Results Conference Call

Retrieved on: 
Tuesday, January 24, 2023

Mattel, Inc. (NASDAQ: MAT) today announced that it plans to release its fourth quarter and full year 2022 financial results on Wednesday, February 8, 2023, at approximately 4:05 p.m. Eastern Time.

Key Points: 
  • Mattel, Inc. (NASDAQ: MAT) today announced that it plans to release its fourth quarter and full year 2022 financial results on Wednesday, February 8, 2023, at approximately 4:05 p.m. Eastern Time.
  • Following this, Mattel will host a webcast conference call at 5:00 p.m. Eastern Time.
  • The webcast and accompanying slides will be available under the Events and Presentations section of Mattel's Investor Relations website, https://investors.mattel.com .
  • To listen to the webcast, log on to the website at least 10 minutes early to register, download and install any necessary audio software.

Proteus Selected as Alternative Investment Platform by Capita Financial Network

Retrieved on: 
Wednesday, November 30, 2022

INDIANAPOLIS, Nov. 30, 2022 /PRNewswire/ -- Proteus, LLC announced Capita Financial Network LLC has selected Proteus as its preferred alternative investment platform.

Key Points: 
  • INDIANAPOLIS, Nov. 30, 2022 /PRNewswire/ -- Proteus, LLC announced Capita Financial Network LLC has selected Proteus as its preferred alternative investment platform.
  • Capita will leverage Proteus' leading technology platform and related infrastructure to seamlessly offer alternative investments to their Accredited Investor and Qualified Purchaser clients.
  • As part of the partnership, Proteus and its research partner, Callan , will make private alternative investment products available to Capita's clients.
  • The platform provides access to institutional-quality investment opportunities, including private funds, alternative investment model portfolios and sub-asset class pools which invest across the alternative investment strategy spectrum.Wealth advisors use the platform to research alternative investment managers and investments, review due diligence materials and construct custom portfolios, thereby eliminating significant hurdles and inefficiencies that have plagued alternative investors for decades.

M Financial Selects Proteus as an Alternative Investment Partner

Retrieved on: 
Tuesday, November 8, 2022

INDIANAPOLIS, Nov. 8, 2022 /PRNewswire/ -- Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform.

Key Points: 
  • INDIANAPOLIS, Nov. 8, 2022 /PRNewswire/ -- Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform.
  • M Financial will leverage Proteus' leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts.
  • M Financial Group will make available to their Member Firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan , Proteus' research partner.
  • Advisory Services offered through Proteus, a federally registered investment adviser under the Investment Advisers Act of 1940.

ANDERSEN CAPITAL SELECTS PROTEUS TO STRUCTURE & OPERATE NEW HEDGE FUND

Retrieved on: 
Wednesday, August 10, 2022

Proteus is structuring a bespoke master-feeder solution that will allow Andersen to aggregate clientele for its Weather Mark Long/Short investment strategy.

Key Points: 
  • Proteus is structuring a bespoke master-feeder solution that will allow Andersen to aggregate clientele for its Weather Mark Long/Short investment strategy.
  • "The Andersen relationship is yet another example that highlights our unique position and capabilities in the alternative asset space," says Eric Knauss, CEO at Proteus.
  • However, before the Proteus offering, there was no elegant way of migrating to a fund structure without exorbitant cost, complexity, and opacity.
  • "My clients know I have high levels of integrity," says Peter Andersen, Founder and CIO of Andersen Capital Management.

KEY PRIVATE BANK SELECTS PROTEUS TO OFFER ALTERNATIVE INVESTMENT SOLUTIONS FOR ACCREDITED INVESTOR WEALTH MANAGEMENT CLIENTS

Retrieved on: 
Tuesday, July 19, 2022

The firm will use Proteus' best-in-class technology platform and related infrastructure to seamlessly offer alternative investments to both their Accredited Investor and Qualified Purchaser clientele.

Key Points: 
  • The firm will use Proteus' best-in-class technology platform and related infrastructure to seamlessly offer alternative investments to both their Accredited Investor and Qualified Purchaser clientele.
  • Proteus and Key Private Bank will collaborate to offer a set of alternative strategies exclusively to an array of its wealth management clients.
  • The Proteus platform will also be tightly integrated with the Key Private Bank's existing reporting solutions to provide a seamless experience for their clients.
  • "There are several providers in the market that offer partial alternative solutions, but none that offer the same breadth of services and efficiency of Proteus.

An Innovative New Podcast for Accredited Investors With Leading Interviews of the Most Successful Entrepreneurs in Real Estate, Web3, and All Things Business

Retrieved on: 
Wednesday, June 1, 2022

Accredited investors and those wanting to become one, can learn from most successful entrepreneurs who are industry thought leaders or have created a $10 million to $1 Billion dollar business or income.

Key Points: 
  • Accredited investors and those wanting to become one, can learn from most successful entrepreneurs who are industry thought leaders or have created a $10 million to $1 Billion dollar business or income.
  • There really hasn't been a podcast that explores real estate, blockchain, business acquisitions, crypto, sales, marketing and emerging trends on one podcast.
  • What makes the Accredited Investor podcast unique is getting different perspectives in all aspects of business without having to download many different podcasts.
  • Some of the first few real estate interviews, the entrepreneurs have either have $1 Billion in real estate holdings or have developed Billions of real estate.

Proteus' New Fund Gets Smaller Investors Access to Directional Hedge Funds

Retrieved on: 
Friday, April 22, 2022

INDIANAPOLIS, April 22, 2022 /PRNewswire/ --Proteus, LLC announced the launch of its latest fund in a series of alternative investment pools allowing smaller investors to access institutional-quality alternative investments.

Key Points: 
  • INDIANAPOLIS, April 22, 2022 /PRNewswire/ --Proteus, LLC announced the launch of its latest fund in a series of alternative investment pools allowing smaller investors to access institutional-quality alternative investments.
  • The fund provides smaller investors access to these strategies.
  • Proteus remains dedicated to bringing alternative investments typically reserved for the largest endowments, pensions and the ultra-wealthy to smaller investors.
  • This new fund joins Proteus' existing line-up of alternative asset class pools including:
    Proteus Absolute Return Hedge Fund of Funds I, LLC
    Proteus Private Credit Core Fund I, LLC
    Proteus Private Credit Non-Core Fund I, LLC
    Proteus Private Equity Fund II, LLC
    Proteus Real Assets Core Fund I, LLC
    Proteus Real Assets Non-Core Fund I, LLC.

Proteus launches an institutional alternative income fund accessible to smaller investors

Retrieved on: 
Tuesday, February 22, 2022

INDIANAPOLIS, Feb. 22, 2022 /PRNewswire/ -- Proteus, LLC announced the launch of its latest fund in a series of alternative investment pools allowing smaller investors to access institutional-quality alternative investments.

Key Points: 
  • INDIANAPOLIS, Feb. 22, 2022 /PRNewswire/ -- Proteus, LLC announced the launch of its latest fund in a series of alternative investment pools allowing smaller investors to access institutional-quality alternative investments.
  • The fund seeks an 8-10% total annual return and targets distributable income at 4%, according to Eric Knauss, Chief Investment Officer at Proteus, LLC.
  • Proteus remains dedicated to bringing alternative investments typically reserved for endowments, pensions and the ultra-wealthy to smaller investors.
  • This new fund joins Proteus' existing line-up of alternative asset class pools including:
    Proteus Absolute Return Hedge Fund of Funds I, LLC
    Proteus Directional Hedge Fund of Funds I, LLC
    Proteus Private Credit Core Fund I, LLC
    Proteus Private Credit Non-Core Fund I, LLC
    Proteus Private Equity Fund II, LLC
    Proteus Real Assets Core Fund I, LLC
    Proteus Real Assets Non-Core Fund I, LLC.