PRODEO ASSET MANAGEMENT, LLP

Overview

Prodeo Asset Management, LLP runs a small, equity-focused advisory practice that serves individual and family clients alongside a limited number of business/institutional relationships. The firm favors exchange-traded equities as its primary investment vehicle, using both ETFs for broad exposure and individually selected stocks for concentrated positions. Its fee model includes a percentage-of-AUM component plus performance-based fees, which fits a manager that operates both separately managed accounts and a private hedge fund vehicle. Business activity includes portfolio management for individuals, small businesses and institutional/business clients. The adviser is not positioned as an active ESG investor and is not structured as a multi-state adviser. Relationships with broker-dealers and other adviser platforms are noted in its affiliations, indicating the firm operates within standard intermediary networks while maintaining direct custody relationships for client assets.

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