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.

PROTERRA ASIA FOOD FUND 3 VCCPrivate Equity Fund · Last reported May 15, 2026$45.5MGross 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 SINGAPORE, Singapore

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 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

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: 805-8066666549
Reported beneficial owners: 18
Minimum commitment: $10M

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 LPPrivate Equity Fund · Last reported May 15, 2026$42.8MGross asset value

Form D fundraising filings

Proterra Credit Fund 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

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: 805-7774547213
Reported beneficial owners: 15
Minimum commitment: $10M
Form D file number: 021-336714

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 RURAL GROWTH FUND LPPrivate Equity Fund · Last reported May 15, 2026$34.7MGross asset value

Form D fundraising filings

Proterra Rural Growth Fund 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 LLLP MINNEAPOLIS, Minnesota, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK RALEIGH, North Carolina, 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 LLLP
PCAOB 42

Fund details & source

Fund ID: 805-7458546580
Reported beneficial owners: 24
Minimum commitment: $5M
Form D file number: 021-515837

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.

H POINT STRATEGIC OPPORTUNITY FUND I, LPPrivate Equity Fund · Last reported May 15, 2026$17.7MGross asset value

Form D fundraising filings

H Point Strategic Opportunity Fund I, L.P.

Fund administrator CITCO FUND SERVICES (USA) INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAKER TILLY US, LLP CHICAGO, Illinois, United States

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

Custodian U.S. BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, 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

BAKER TILLY US, LLP
PCAOB 23

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 0K2D5AK28E3O5CC06E35

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-7235028588
Reported beneficial owners: 7
Minimum commitment: $5M
Form D file number: 021-446635

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 TRENDLINES FUND PTE. LTD.Private Equity Fund · Last reported May 15, 2026$15.4MGross asset value

Fund administrator PORTCULLIS TRUST (SINGAPORE) LTD. SINGAPORE, Singapore Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP SINGAPORE, Singapore

Custodian UNITED OVERSEAS BANK LIMITED SINGAPORE, Singapore Related to adviser: No

Provider details

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

PRICEWATERHOUSECOOPERS LLP
PCAOB 1093

UNITED OVERSEAS BANK LIMITED
LEI IO66REGK3RCBAMA8HR66

Fund details & source

Fund ID: 805-6284544689
Reported beneficial owners: 6
Minimum commitment: $1M

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 OFFSHORE LPPrivate Equity Fund · Last reported May 15, 2026$15.4MGross asset value

Form D fundraising filings

Proterra Credit Fund Offshore 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

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: 805-8015210193
Reported beneficial owners: 4
Minimum commitment: $10M
Form D file number: 021-336713

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 CAPITAL PARTNERS FUND (METALS AND MINING B) LPPrivate Equity Fund · Last reported May 15, 2026$9.22MGross 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: 805-5378375014
Reported beneficial owners: 2
Minimum commitment: $5M

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.