Neos Partners, LP

RIASEC RegisteredEst. 2024
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$472M
Accounts
8
Employees
34
Advisory reps
3

Firm details

Headquarters
San Diego, California
CRD number
323847
Registered since
July 25, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Neos Partners, LP is a limited partnership that registered with the SEC in 2024 and operates as a private equity fund manager focused on pooled investment vehicles. The firm lists CPO/CTA activities and serves primarily institutional clients, acting in sponsor and general partner capacities for its funds. Advisory services are centered on portfolio management for pooled vehicles; fee arrangements combine a percentage-of-AUM component with performance-based fees. Neos Partners identifies as an active ESG investor and is organized with domestic entity and individual ownership. It does not present itself as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Adam Angelowicz

    Adam Angelowicz

    Chief Compliance Officer / Chief Financial OfficerCRD 6300509

  • Russell Barbour

    Russell Barbour

    Partner, COOCRD 7527845

Contacts

1 of 1
  • Peter Jonna

    Managing Partner, FounderCRD 6011936

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
12770 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth