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NEOS INVESTMENTS
NEOS INVESTMENT MANAGEMENT, LLC
CRD 321256 · SEC 801-126101
13 RIVERSIDE AVENUE, WESTPORT, CT, 06880, United States
Phone
203-298-7300
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 19 | $21.69B |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD