Falists
← Back to search

NEOS PARTNERS, LP

CRD 323847 · SEC 801-130830

Visit website

12770 EL CAMINO REAL, SUITE 300, SAN DIEGO, CA, 92130, United States

Phone

858-727-9690

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.77B

Discretionary AUM

$3.77B

Team

34 total employees; 23 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-05-15

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles8$3.77B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD