PRODIGY ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1993

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$8.6M

Accounts

282

Employees

Advisory reps

Firm details

Headquarters: OMAHA, Nebraska
CRD number: 106457
Registered since: January 25, 1993
Website: www.prodigyllc.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Charitable Organizations79.75%
HNWI15.97%
Pooled Investment Vehicles3.09%
Corporations / Businesses0.94%
Individuals0.26%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Prodigy Asset Management LLC is a privately owned investment adviser organized as an LLC and registered with the SEC since 1993. The firm operates as a hedge-fund–style manager that serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory model includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, separate-account mandates for institutions and businesses, and selection of third‑party advisers. Fees are charged as a percentage of assets under management. Prodigy does not identify as an active ESG investor and is not set up as a multi-state or related adviser.