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NEOS INVESTMENTS

NEOS INVESTMENT MANAGEMENT, LLC

CRD 321256 · SEC 801-126101

Visit website

13 RIVERSIDE AVENUE, WESTPORT, CT, 06880, United States

Phone

203-298-7300

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$21.69B

Discretionary AUM

$21.69B

Team

35 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies19$21.69B

States served

CT

All web addresses on file

Official SEC filing: View on IAPD