Neos Investments
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 321256
- Registered since
- July 15, 2022
- Website
- neosfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Neos Investments is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2022 and focuses on managing assets for institutional clients, charging fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for investment companies rather than retail wealth management. Neos does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 8Active vs passive
$2.1B in ETFs
99%
$2.1B
0%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 2000 INDEX FUND (VTWO) | Vanguard | Passive | Small Blend | $1.3B | 11,258,177 | 59.98% |
Location
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 13 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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