PRUDEO PARTNERS, LLC
CRD #113961 SEC #801-60743 WEST COLUMBIA, SC 803-739-6311
SEC Registered
Total AUM
$412.9M
Discretionary
$402.2M
Employees
8
Clients
101
Accounts
1,473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $412.9M | $402.2M | $10.6M | 8 | 3 |
| Apr 2023 | $357.9M | $357.9M | $0 | 10 | 6 |
| Mar 2023 | $357.9M | $357.9M | $0 | 10 | 6 |
| Jun 2022 | $385.3M | $385.3M | $0 | 11 | 10 |
| May 2022 | $385.3M | $385.3M | $0 | 11 | 10 |
| Apr 2022 | $385.3M | $385.3M | $0 | 11 | 10 |
| Feb 2022 | $327M | $327M | $0 | 10 | 10 |
| Sep 2021 | $327M | $327M | $0 | 10 | 10 |
| Jun 2021 | $327M | $327M | $0 | 10 | 10 |
| May 2021 | $327M | $327M | $0 | 10 | 10 |
| Mar 2021 | $327M | $327M | $0 | 10 | 10 |
| Oct 2020 | $286.8M | $286.8M | $0 | 9 | 0 |
| Oct 2020 | $286.8M | $286.8M | $0 | 9 | 0 |
| Aug 2020 | $286.8M | $286.8M | $0 | 9 | 0 |
| Jun 2020 | $286.8M | $286.8M | $0 | 9 | 0 |
| Mar 2020 | $286.8M | $286.8M | $0 | 9 | 0 |
| Dec 2019 | $172.6M | $172.2M | $472.9K | 5 | 0 |
| Oct 2019 | $172.6M | $172.2M | $472.9K | 5 | 0 |
| May 2019 | $172.6M | $172.2M | $472.9K | 5 | 0 |
| Mar 2019 | $172.6M | $172.2M | $472.9K | 5 | 0 |
| Aug 2018 | $178.4M | $177.8M | $600K | 4 | 0 |
| May 2018 | $178.4M | $177.8M | $600K | 4 | 0 |
| Mar 2018 | $200M | $200M | $0 | 4 | 0 |
| Mar 2018 | $200M | $200M | $0 | 4 | 0 |
| Aug 2017 | $150M | $150M | $0 | 4 | 261 |
| Jul 2017 | $150M | $150M | $0 | 4 | 261 |
| Jun 2017 | $150M | $150M | $0 | 4 | 261 |
| Apr 2017 | $150M | $150M | $0 | 4 | 261 |
| Feb 2017 | $150M | $150M | $0 | 4 | 261 |
| Jun 2016 | $138.9M | $138.9M | $0 | 5 | 333 |
| Jun 2016 | $138.9M | $138.9M | $0 | 5 | 333 |
| Mar 2016 | $138.9M | $138.9M | $0 | 5 | 333 |
| Jul 2015 | $150M | $150M | $0 | 5 | 285 |
| Mar 2015 | $150M | $150M | $0 | 5 | 285 |
| Jan 2015 | $149.1M | $149.1M | $0 | 4 | 200 |
| Nov 2014 | $149.1M | $149.1M | $0 | 4 | 200 |
| Feb 2014 | $149.1M | $149.1M | $0 | 4 | 200 |
| Dec 2013 | $140M | $140M | $0 | 5 | 200 |
| Jun 2013 | $140M | $140M | $0 | 5 | 200 |
| Feb 2012 | $123M | $122.4M | $568K | 1 | 200 |
| Jan 2011 | $121.9M | $121.4M | $468.5K | 5 | -- |
| Mar 2008 | $82M | $80M | $2M | 5 | -- |
| Jan 2008 | $82M | $80M | $2M | 5 | -- |
| Jan 2007 | $76.8M | $76.2M | $605K | 5 | -- |
| Nov 2006 | $69.8M | $69.4M | $403K | 5 | -- |
| Feb 2006 | $69.8M | $69.4M | $403K | 5 | -- |
| Jan 2005 | $55M | $50M | $5M | 5 | -- |
| Dec 2004 | $43M | $38M | $5M | 5 | -- |
| Dec 2004 | $43M | $38M | $5M | 5 | -- |
| Jun 2004 | $47M | $45M | $2M | 5 | -- |
DateMar 2024
Total AUM$412.9M
Discretionary$402.2M
Non-Disc.$10.6M
Employees8
Clients3
DateApr 2023
Total AUM$357.9M
Discretionary$357.9M
Non-Disc.$0
Employees10
Clients6
DateMar 2023
Total AUM$357.9M
Discretionary$357.9M
Non-Disc.$0
Employees10
Clients6
DateJun 2022
Total AUM$385.3M
Discretionary$385.3M
Non-Disc.$0
Employees11
Clients10
DateMay 2022
Total AUM$385.3M
Discretionary$385.3M
Non-Disc.$0
Employees11
Clients10
DateApr 2022
Total AUM$385.3M
Discretionary$385.3M
Non-Disc.$0
Employees11
Clients10
DateFeb 2022
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees10
Clients10
DateSep 2021
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees10
Clients10
DateJun 2021
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees10
Clients10
DateMay 2021
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees10
Clients10
DateMar 2021
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees10
Clients10
DateOct 2020
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2020
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees9
Clients0
DateDec 2019
Total AUM$172.6M
Discretionary$172.2M
Non-Disc.$472.9K
Employees5
Clients0
DateOct 2019
Total AUM$172.6M
Discretionary$172.2M
Non-Disc.$472.9K
Employees5
Clients0
DateMay 2019
Total AUM$172.6M
Discretionary$172.2M
Non-Disc.$472.9K
Employees5
Clients0
DateMar 2019
Total AUM$172.6M
Discretionary$172.2M
Non-Disc.$472.9K
Employees5
Clients0
DateAug 2018
Total AUM$178.4M
Discretionary$177.8M
Non-Disc.$600K
Employees4
Clients0
DateMay 2018
Total AUM$178.4M
Discretionary$177.8M
Non-Disc.$600K
Employees4
Clients0
DateMar 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients261
DateJul 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients261
DateJun 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients261
DateApr 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients261
DateFeb 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients261
DateJun 2016
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees5
Clients333
DateJun 2016
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees5
Clients333
DateMar 2016
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees5
Clients333
DateJul 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients285
DateMar 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients285
DateJan 2015
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients200
DateNov 2014
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients200
DateFeb 2014
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients200
DateDec 2013
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients200
DateJun 2013
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients200
DateFeb 2012
Total AUM$123M
Discretionary$122.4M
Non-Disc.$568K
Employees1
Clients200
DateJan 2011
Total AUM$121.9M
Discretionary$121.4M
Non-Disc.$468.5K
Employees5
Clients--
DateMar 2008
Total AUM$82M
Discretionary$80M
Non-Disc.$2M
Employees5
Clients--
DateJan 2008
Total AUM$82M
Discretionary$80M
Non-Disc.$2M
Employees5
Clients--
DateJan 2007
Total AUM$76.8M
Discretionary$76.2M
Non-Disc.$605K
Employees5
Clients--
DateNov 2006
Total AUM$69.8M
Discretionary$69.4M
Non-Disc.$403K
Employees5
Clients--
DateFeb 2006
Total AUM$69.8M
Discretionary$69.4M
Non-Disc.$403K
Employees5
Clients--
DateJan 2005
Total AUM$55M
Discretionary$50M
Non-Disc.$5M
Employees5
Clients--
DateDec 2004
Total AUM$43M
Discretionary$38M
Non-Disc.$5M
Employees5
Clients--
DateDec 2004
Total AUM$43M
Discretionary$38M
Non-Disc.$5M
Employees5
Clients--
DateJun 2004
Total AUM$47M
Discretionary$45M
Non-Disc.$2M
Employees5
Clients--