P
CRD: 288692
Prodeo Asset Management, LLP
Charlotte, NC, 28211
7049261100
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age
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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
6836 Carnegie Blvd, STE 240 Charlotte NC
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. Services offered include Asset Management, Portfolio Construction.
Team overview
53 AVG AGE
$4.3M AVG AUM / ADVISOR
$538.5K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
Optima beacon Vital eagle
Owner & Executives
S
SEAN R LINK
PARTNER
- CRD
- #5888712
- Ownership
- 10% but less than 25%
(860) 334-5326
harbor.unison@unisoncapital.com
in linkedin.com/in/bridge-vector
D
DAVID MARTIN METZGER
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
(438) 496-6775
catalyst.horizon@optimacapital.com
in linkedin.com/in/pioneer-timber
D
Delta harbor
Quantum delta element
- CRD
- #44219
- Ownership
- 25.7%
(642) 209-8098
vector.timber@signalcapital.com
in linkedin.com/in/zenith-peak
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $4,308,394
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,800,236,671 | 100.0% |
| Total | $8,800,236,671 | 100.0% |