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NEOS PARTNERS, LP
CRD 323847 · SEC 801-130830
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $3.77B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD