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PRODIGY ASSET MANAGEMENT LLC
CRD 106457File 801-43337
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.44B
Top 25% of cohort (national)
Discretionary AUM
$2.44B
Clients
93
282 accounts
Employees
9
Top 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 25, 1993
- Principal office
- 13710 FNB PARKWAY, SUITE 205, OMAHA, NE, 68154
- Phone
- 402-493-9875
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.44B
- Discretionary AUM
- $2.44B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 282
- Non-discretionary accounts
- 0
- Total accounts
- 282
- AUM per client
- $26.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $22.8M |
| Charitable organizations | 22 | $1.94B |
| High net worth individuals | 52 | $388.9M |
| Pooled investment vehicles | 1 | $75.3M |
| Individuals (other than high net worth individuals) | 18 | $6.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.