P
Prodeo Asset Management, LLP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,308,394
Total clients
7
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$615,485
About
Prodeo provides discretionary investment management through a private fund and separately managed accounts to a small client base that includes funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm collects client-specific information on goals, risk tolerance and time horizon and tailors its strategies to each investor’s suitability profile.
Its investment approach is systematic and rules‑based, using quantitative models and proprietary leading indicators to allocate among ETFs, single‑name equities and fixed income across global, country, sector and stock‑selection strategies. Portfolios incorporate factor tilts, tactical allocations to cash or U.S. Treasuries to manage drawdowns, and may use bespoke weightings or leverage depending on client mandates.
Noteworthy for an independent adviser of this size, the firm is affiliated with a FINRA‑registered broker‑dealer and relies on research and models produced by a related market research firm, and its client mix leans toward institutional, corporate and high‑net‑worth investors rather than non‑HNW retail clients. The firm also advises a private fund and may charge performance‑based incentive fees—features uncommon among peers of its category—which it says are addressed through written allocation policies and suitability reviews; a principal investor holds a substantial minority ownership interest in the firm and affiliated entities.
Client services
Portfolio management
Expertise
Passive / index investing
Factor investing / smart beta
Real estate investing
Active portfolio management
Fee options
$0+: 0.25% per calendar quarter (Fund management fee) $0+: 0.25% to 1.00% annually (separately managed accounts, negotiated)
15% of net gains annually for the Fund; performance fees for separately managed accounts are negotiated and charged annually.
Account minimum: $500,000 Fee-only: Management fees based on AUM ranging from 0.25% to 1.00% annually for separately managed accounts, typically negotiated. No commissions accepted.
Main office location
Prodeo Asset Management, LLP
6836 Carnegie Blvd, Ste 240
Charlotte NC 28211, United States
Number of offices
1
Most active in
Prodeo Asset Management, LLP has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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