NEOS INVESTMENT MANAGEMENT, LLC
Legal name: NEOS INVESTMENTS
CRD #321256 SEC #801-126101 WESTPORT, CT 203-298-7300
SEC Registered
Total AUM
$5.9B
Discretionary
$5.9B
Employees
28
Clients
0
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $5.9B | $5.9B | $0 | 28 | 0 |
| Mar 2025 | $5.9B | $5.9B | $0 | 21 | 0 |
| Mar 2025 | $5.9B | $5.9B | $0 | 21 | 0 |
| Aug 2024 | $1.4B | $1.4B | $0 | 14 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 14 | 0 |
| Feb 2024 | $1.4B | $1.4B | $0 | 14 | 0 |
| Aug 2023 | $857.6M | $857.6M | $0 | 9 | 0 |
| Mar 2023 | $7.7M | $7.7M | $0 | 9 | 0 |
| Nov 2022 | $0 | $0 | $0 | 8 | 0 |
| Nov 2022 | $0 | $0 | $0 | 8 | 0 |
| Jun 2022 | $0 | $0 | $0 | 8 | 0 |
DateSep 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees21
Clients0
DateAug 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$857.6M
Discretionary$857.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$7.7M
Discretionary$7.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0