Investment adviser · CRD 282051

PROTERRA INVESTMENT PARTNERS LP

Investment adviser filing (IA)

MINNEAPOLIS, MN, United States · Form ADV filed May 15, 2026

Regulatory AUM: $3.71B
Client accounts: 28
Employees: 61
Advisory professionals: 40

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	27	$3,678,082,450	99.1%
Other clients	1	$35,166,698	0.9%

Filing source

Form ADV 2103807 · May 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

29 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLACK RIVER FOOD FUND 2 LPPrivate Equity Fund · Last reported May 15, 2026$746MGross asset value

Form D fundraising filings

Black River Food Fund 2 LP

Fund administrator SS&C GLOBEOP EDINA, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Custodian CGS INTERNATIONAL HOLDINGS LIMITED SINGAPORE, Singapore Related to adviser: No

Custodian CHINA MERCHANT SECURITIES CO. LTD. SHENZEN, China Related to adviser: No

Custodian COMPUTERSHARE TRUST COMPANY, NA MINNEAPOLIS, Minnesota, United States Related to adviser: No

Custodian HAITONG SECURITIES CO., LTD. SHANGHAI, China Related to adviser: No

Custodian KOTAK MAHINDRA BANK MUMBAI, India Related to adviser: No

Custodian OCBC BANK SINGAPORE, Singapore Related to adviser: No

Custodian RAND MERCHANT BANK JOHANNESBURG, South Africa Related to adviser: No

Custodian RHB SECURITIES SINGAPORE, Singapore Related to adviser: No

Custodian SHANGHAI PUDONG DEVELOPMENT BANK SHANGHAI, China Related to adviser: No

Custodian STANDARD BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

HAITONG SECURITIES CO., LTD.
LEI 300300E1003931000068

SHANGHAI PUDONG DEVELOPMENT BANK
LEI 300300C1031031001330

Fund details & source

Fund ID: 805-2419127571
Reported beneficial owners: 25
Minimum commitment: $5M
Form D file number: 021-219508

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PROTERRA CREDIT FUND 2 LPPrivate Equity Fund · Last reported May 15, 2026$441MGross asset value

Form D fundraising filings

Proterra Credit Fund 2 LP

Feeder funds

PROTERRA CREDIT FUND 2 (FEEDER) LP

Fund administrator CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK RALEIGH, North Carolina, United States Related to adviser: No

Marketer BA SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Marketer PACIFIC CURRENT GROUP TACOMA, Washington, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

BA SECURITIES, LLC
CRD 153489 · SEC 8-68545

PACIFIC CURRENT GROUP
CRD 156263 · SEC 8-68781

Fund details & source

Fund ID: 805-6747643214
Reported beneficial owners: 295
Minimum commitment: $250K
Form D file number: 021-413761
Form D file number: 021-454532

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PROTERRA CREDIT FUND 3 LPPrivate Equity Fund · Last reported May 15, 2026$273MGross asset value

Form D fundraising filings

Proterra Credit Fund 3 LP

Fund administrator CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK RALEIGH, North Carolina, United States Related to adviser: No

Marketer BA SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

BA SECURITIES, LLC
CRD 153489 · SEC 8-68545

Fund details & source

Fund ID: 805-9006908857
Reported beneficial owners: 12
Minimum commitment: $20M
Form D file number: 021-534023

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLACK RIVER AGRICULTURE FUND 2 LPPrivate Equity Fund · Last reported May 15, 2026$196MGross asset value

Form D fundraising filings

Black River Agriculture Fund 2 LP

Fund administrator SS&C GLOBEOP EDINA, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian BANCO BRADESCO SAO PAULO, Brazil Related to adviser: No

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Custodian LIONS TRUST ADMINISTRADORA DE RECURSOS LTDA SAO PAULO, Brazil Related to adviser: No

Custodian NATIONAL AUSTRALIA BANK LIMITED MELBOURNE, Australia Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

NATIONAL AUSTRALIA BANK LIMITED
LEI F8SB4JFBSYQFRQEH3Z21

Fund details & source

Fund ID: 805-5861657677
Reported beneficial owners: 16
Minimum commitment: $5M
Form D file number: 021-199437

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PROTERRA SUSTAINABLE AGRICULTURE FUND B LPPrivate Equity Fund · Last reported May 15, 2026$184MGross asset value

Fund administrator SS&C GLOBEOP EDINA, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-2817877958
Reported beneficial owners: 8
Minimum commitment: $0

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PROTERRA ASIA FOOD FUND 3 LPPrivate Equity Fund · Last reported May 15, 2026$138MGross asset value

Form D fundraising filings

Proterra Asia Food Fund 3 LP

Fund administrator SS&C GLOBEOP EDINA, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Custodian CHINA INTERNATIONAL CAPITAL CORPORATION BEIJING, China Related to adviser: No

Custodian EAST WEST BANK SINGAPORE, Singapore Related to adviser: No

Custodian MIRAE ASSET SECURITIES SEOUL, Korea, South Related to adviser: No

Custodian OCBC BANK SINGAPORE, Singapore Related to adviser: No

Marketer FIDANTE PARTNERS EUROPE LIMITED LONDON, United Kingdom Related to adviser: No

Marketer INPACT SWITZERLAND SA GENEVA, Switzerland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 1247

CHINA INTERNATIONAL CAPITAL CORPORATION
LEI 529900OS3SVVTT56QN67

MIRAE ASSET SECURITIES
LEI 98840072S6T63E2V1291

Fund details & source

Fund ID: 805-6464003473
Reported beneficial owners: 53
Minimum commitment: $10M
Form D file number: 021-378363

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PROTERRA CREDIT PARTNERS LPPrivate Equity Fund · Last reported May 15, 2026$127MGross asset value

Form D fundraising filings

Proterra Credit Partners LP

Feeder funds

PROTERRA CREDIT FEEDER FUND LP

Fund administrator CLIFTONLARSONALLEN LLP MINNEAPOLIS, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK RALEIGH, North Carolina, United States Related to adviser: No

Marketer BA SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

BA SECURITIES, LLC
CRD 153489 · SEC 8-68545

Fund details & source

Fund ID: 805-2482744278
Reported beneficial owners: 16
Minimum commitment: $500K
Form D file number: 021-550633

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 15, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

33 SOUTH SIXTH STREET, SUITE 4100
MINNEAPOLIS, MN, 55402, United States

CRD 282051

Filing source

Form ADV 2103807 · May 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.