Patrick James Sheehan

Employer firm

Prodeo Asset Management, LLP CRD 288692

$4.31M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Elevation, Llc
  Charlotte, NC
• 04/2017 → Present
  Prodeo Asset Management, Llp
  Charlotte, NC

Other Businesses

I AM A SHAREHOLDER IN VP RESEARCH, INC. and serve as a Director and an officer of the firm. UTILIZING THE BRAND VARIANT PERCEPTION, THE FIRM PROVIDES GLOBAL MACRO, CROSS ASSET CLASS, MARKET COMMENTARY AND ACTIONABLE TRADE IDEAS TO US AND INTERNATIONAL CLIENTS. I am the Manager and Registered Agent of Big Label Records, LLC. I am the CEO of Elevation LLC, a FINRA-registered broker dealer. I am a Partner in Prodeo Asset Management, LLP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-28
• S63 Uniform Securities Agent State Law Examination
  1990-07-19

Other Names

• Pat Sheehan