RIA Intelligence

NEOS PARTNERS, LP

CRD #323847 SEC #801-130830 SAN DIEGO, CA 858-727-9690
SEC Registered Private Funds
Total AUM
$3B
Discretionary
$3B
Employees
25
Clients
--
Accounts
8

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
BARBOUR, RUSSELL, LockeICHIEF OPERATING OFFICERNA Control
JONNA, PETER, JOSEPHIMANAGING PARTNERNA Control
JONNA, PETER, JOSEPHIMANAGING PARTNERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
MILLETTE, COREY, ALEXANDRAICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERNA Control
JONNA, PETER, JOSEPHIMANAGING PARTNERE Control
JONNA, PETER, JOSEPHILIMITED PARTNER AND MANAGING PARTNERE Control
JONNA, PETER, JOSEPHIMANAGING PARTNERE Control
JONNA, PETER, JOSEPHIMANAGING PARTNERE Control
JONNA, PETER, JOSEPHIMANAGING PARTNERE Control
JONNA, PETER, JOSEPHIMANAGING PARTNERE Control
JONNA, PETER, JOSEPHILIMITED PARTNER AND MANAGING PARTNERE Control
JONNA, PETER, JOSEPHILIMITED PARTNER AND MANAGING PARTNERE Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERE Control
NEOS PARTNERS GP, LLCDEGENERAL PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control
JONNA, PETER, JOSEPHINEOS PARTNERS GP, LLCE Control

Registrations

Federal

IA
May 3, 2025 REGISTERED

Notice Filings (1)

CA

Address

12400 HIGH BLUFF DRIVE
SUITE 650
SAN DIEGO, CA 92130-3006
United States
Phone: 858-727-9690