Neos Partners, LP
Firm details
- Headquarters
- San Diego, California
- CRD number
- 323847
- Registered since
- July 25, 2024
- Website
- www.neospartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Adam Angelowicz
Chief Compliance Officer / Chief Financial OfficerCRD 6300509

Russell Barbour
Partner, COOCRD 7527845
Contacts
1 of 1Peter Jonna
Managing Partner, FounderCRD 6011936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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