Prodigy Asset Management Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 93
- Avg AUM / client
- $26.2M
- Accounts
- 282
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $6.2M | 0.26% |
| High net worth individuals | 52 | $389M | 16.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $75.3M | 3.09% |
| Charitable organizations | 22 | $1.9B | 79.8% |
| Corporations and other businesses | Fewer than 5 clients | $22.8M | 0.94% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $118M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Prodigy Absolute Return Fund, Llc | Hedge Fund | Delaware | $118M | 47 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pension Plan And Employees' Trust Of Father Flanagan's Boys' Home Father Flanagan's Boys' Home | Boys Town, NE | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael John Eglseder | Member | CFA | Jan 1993 (34y) | 25% – 50% |
| Philip James Ruden | Member | CFA | Jan 1993 (34y) | 25% – 50% |
| Todd Raymond Trautman | Member | CFP CFA | Nov 2011 (15y) | 5% – 10% |
| Reiner, Melissa, Rae | Chief Compliance Officer | Jan 2014 (13y) | Less than 5% | |
| Arnaldo Jose Ovalles Dominguez | Member | CFA | Oct 2019 (7y) | Less than 5% |
| Madeleine Elena Jesse | Registered representative | CFA | Jan 2023 (4y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $118M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Prodigy Absolute Return Fund, Llc | Hedge Fund | $118M | $100K | 47 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pension Plan And Employees' Trust Of Father Flanagan's Boys' Home | Father Flanagan's Boys' Home | 11 | $56.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (50% of AUM) Jun 2026
- BNY Mellon $276M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗