PRODEO ASSET MANAGEMENT, LLP

PRODEO ASSET MANAGEMENT, LLP of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 288692). Regulatory assets under management: $4.3M.

Registration

• CRD: 288692
• Type: Registered investment adviser
• Location: 6836 CARNEGIE BLVD, STE 240, CHARLOTTE, NC, 28211
• Phone: 704-926-1100
• Latest filing: 2026-03-31
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search