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 limited liability company that has been SEC-registered since 1993 and operates as a hedge fund manager. The firm serves both high-net-worth individuals and institutional clients and charges fees calculated as a percentage of assets under management. Its advisory work spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for institutions, and the selection and oversight of sub-advisers. Prodigy does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm’s structure and service mix indicate a focus on discretionary portfolio management across both separate accounts and pooled vehicles rather than broker/dealer distribution or broad multi-product retail channels.