NEOS PARTNERS, LP
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
FINTRXOverview
Neos Partners, LP is organized as a limited partnership and operates as a private equity fund manager that also performs commodity pool/CTA-style activity. The firm is SEC-registered (2024) and serves an institutional client base. Its advisory mandate centers on portfolio management for pooled investment vehicles, and it acts in sponsor/GP and managing-member roles for those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees. The firm identifies as an active ESG investor.
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 2RUSSELL BARBOUR
Partner, COOCRD 7527845
ADAM ANGELOWICZ
Chief Compliance Officer / Chief Financial OfficerCRD 6300509
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, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12770 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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