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- Custodian
- Deutsche Bank · Interactive Brokers · Pershing · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Prodeo Asset Management, LLP
Prodeo Asset Management, LLP is a Charlotte-based RIA. The firm has been operating for 9 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Deutsche Bank and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $538.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Services
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Owner & Executives
SEAN R LINK
PARTNER
- CRD
- #5888712
- Ownership
- 10% but less than 25%
DAVID MARTIN METZGER
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,308,394 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,308,394 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Prodeo Asset Management, LLP has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.