RIA Intel›Advisers›South Carolina›PRUDEO PARTNERS, LLC

PRUDEO PARTNERS, LLC

Advisory

N·WEST COLUMBIA, SC

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM

$413M

1-Year AUM Growth

+15.4%

3-Year CAGR

+8.1%

Employees

4

Assets Under Management

Total AUM$413M

Discretionary AUM$402M

Non-Discretionary AUM$11M

Discretionary %97.4%

Total Clients—

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)-33.3%

Filing History

Total Filings on Record63

First FilingNov 26, 2001

Latest FilingMar 28, 2024

🔒 Full AUM trend chart and 63 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRUDEO PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.