Proteus, LLC (“Proteus”), a leading alternative investment platform, is thrilled to announce its collaboration with Pathway Capital Management, LP (“Pathway”), a leader in private markets investing. This collaboration introduces a private investment access platform and an innovative approach to co-investments tailored for the wealth management channel, helping broaden the access to private markets for Registered Investment Advisors (RIAs) and their high-net-worth clients.
“We are thrilled to collaborate with Pathway on this important initiative,” said Jason Brown, CEO of Proteus. “Pathway’s strong reputation, combined with our technology-enabled platform, will provide RIAs with streamlined access to a unique array of private equity opportunities. Our collaboration reflects a shared commitment to helping advisors offer sophisticated, institutional-grade investment solutions to their clients.”
According to Jim Chambliss, Partner and Managing Director at Pathway, “Our goal is to help RIA’s overcome some of the significant challenges when investing in private equity and co-investments. One is the ability to identify and access high-quality, capacity-constrained GP’s and their deal flow, which Pathway has been providing to our clients for over three decades. Another challenge is the operational efficiency to mobilize in a timely manner to secure an allocation across multiple clients, which Proteus can help solve with their technology and platform.”
The Proteus platform enables RIAs to access certain Pathway-advised funds, as well as allocations in secondary and co-investment deals obtained by Pathway. There is also the potential for RIA firms to participate in select individual co-investment opportunities through a streamlined and integrated platform.
Pathway is a global authority in crafting customized private market solutions for institutional investors. Through this collaboration with Proteus, advisors can leverage Pathway’s 30+ years of experience, expertise and relationships to access unique investment opportunities for their high-net-worth clients. On the Proteus platform, Pathway will initially focus primarily on private equity strategies encompassing secondary and co- investments.
