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EK
CFA
EK
CFA

Eric Gray Knauss

Proteus, LLC
17 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Proteus, LLC
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
23 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$217.6M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.96%
$25.0M - $50.0M0.84%
$50.0M - $75.0M0.72%
$75.0M - $100.0M0.60%
$100M+0.48%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

8900 Keystone Crossing, Suite 500, Indianapolis, IN, 46240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is a Managing Director and Portfolio Manager at Sight Capital Advisers LLC, an investment management firm, since July 2013. He dedicates nearly full-time hours to managing the company and investment portfolios.

Employment History
Current Registrations
Proteus, LLC
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Deltec Wealth Management, LLC
January 2013 - June 2013 · 5 mos
Genspring Family Offices, LLC
January 2005 - July 2010 · 5 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.