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PRODEO ASSET MANAGEMENT, LLP
CRD 288692
6836 CARNEGIE BLVD, STE 240, CHARLOTTE, NC, 28211, United States
Phone
704-926-1100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.3M
Discretionary AUM
$4.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $4.3M |
Official SEC filing: View on IAPD