RIA Intel›Advisers›North Carolina›PRODEO ASSET MANAGEMENT, LLP

PRODEO ASSET MANAGEMENT, LLP

Advisory

CHARLOTTE, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$615K
across 7 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Partnership
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

PARK MERIDIAN ADVISORS LLC
CHARLOTTE, NC
$4M
SOCIAL IMPACT INVESTMENTS INC.
$4M
BESPOKE CAPITAL ADVISORS, INC.
CHARLOTTE, NC
$4M
LYONS DEN CAPITAL II INC.
$4M
TAYLOR, RICHARD WAYNE
$5M
CHARIOT ADVISORS, LLC
CARY, NC
$4M
0.0% 1Y

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