← Directory

PRODIGY ASSET MANAGEMENT LLC

CRD 106457File 801-43337
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 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 typeClientsAUM
OtherFewer than 5$22.8M
Charitable organizations22$1.94B
High net worth individuals52$388.9M
Pooled investment vehicles1$75.3M
Individuals (other than high net worth individuals)18$6.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Clients8593increased by8
Mar 1, 2026AUM$2,129,480,221$2,435,740,783increased by$306,260,562
Mar 1, 2026Accounts253282increased by29
May 1, 2025
vs Oct 1, 2022
Clients10085decreased by15
May 1, 2025
vs Oct 1, 2022
AUM$3,654,148,109$2,129,480,221decreased by$1,524,667,888
May 1, 2025
vs Oct 1, 2022
Accounts265253decreased by12
Apr 1, 2022Employees89increased by1
Apr 1, 2022Clients91100increased by9
Apr 1, 2022AUM$2,052,864,858$3,654,148,109increased by$1,601,283,251
Apr 1, 2022Accounts253265increased by12
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRODIGY ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRODIGY ASSET” may also match similarly-named firms). Confirm identity against each filing.

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.