Proteus and Pathway Launch Innovative Investment Platform

Deal News | Feb 05, 2025 | Proteus Capital LLC

Proteus and Pathway Launch Innovative Investment Platform

Proteus Capital LLC has partnered with Pathway Capital Management, LP to introduce a new private investment access platform designed to expand opportunities for Registered Investment Advisors (RIAs) and their high-net-worth clients. This collaboration aims to provide streamlined access to private equity opportunities, combining Proteus's technology-driven platform and Pathway's established expertise in private markets. Proteus's platform will allow RIAs access to Pathway-advised funds and participation in secondary and co-investment deals. The initiative represents a shared commitment to offering advanced investment solutions, with Pathway bringing over three decades of experience in high-quality, capacity-constrained GP deal flows. This collaboration will help overcome significant challenges in private equity investments, such as operational efficiency and timely mobilization across multiple clients. Proteus, based in Indianapolis, is a registered investment adviser, while Pathway manages over $90 billion in assets globally.

Sectors

  • Alternative Investments
  • Financial Technology
  • Wealth Management

Geography

  • United States – Both Proteus Capital LLC and Pathway Capital Management are based in the United States, where the platform is being developed and targeted primarily.

Industry

  • Alternative Investments – The article discusses a collaboration focused on providing access to private equity and co-investment opportunities, a core aspect of alternative investments.
  • Financial Technology – Proteus's technology-driven platform indicates a significant reliance on financial technology to enhance investment processes.
  • Wealth Management – The platform is specifically designed to assist Registered Investment Advisors and their high-net-worth clients, falling under the wealth management sector.

Financials

    Participants

    NameRoleTypeDescription
    Proteus Capital LLCCo-Creator of Private Investment Access PlatformCompanyA technology-driven alternative investment platform providing access to private funds and co-investments for wealth advisors.
    Pathway Capital Management, LPCo-Creator of Private Investment Access PlatformCompanyA leader in private markets investing with over $90 billion in assets, focusing on customized private market solutions.
    Jason BrownCEO of ProteusPersonChief Executive Officer of Proteus, involved in the collaboration with Pathway.
    Jim ChamblissPartner and Managing Director at PathwayPersonPartner and Managing Director at Pathway, involved in the strategic collaboration with Proteus.