Neos Partners, Lp
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 8
- Avg AUM / client
- $472M
- Accounts
- 8
- Employees
- 34
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $3.8B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Neos Partners I Lp | Private Equity Fund | Delaware | $873M | 90 |
| Neos Partners I Expansion Lp | Private Equity Fund | Delaware | $111M | 10 |
| Neos Partners I B Lp | Private Equity Fund | Delaware | $74.6M | 7 |
| Neos Partners I A Lp | Private Equity Fund | Delaware | $4.5M | 15 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonna, Peter, Joseph | Limited Partner And Managing Partner | Aug 2022 (4y) | 75% or more | |
| Barbour, Russell, Locke | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Millette, Corey, Alexandra | Chief Compliance Officer And Chief Financial Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Neos Partners Gp, Llc | General Partner | Aug 2022 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Neos Partners I Lp | Private Equity Fund | $873M | $0 | 90 |
| Neos Partners I Expansion Lp | Private Equity Fund | $111M | $0 | 10 |
| Neos Partners I B Lp | Private Equity Fund | $74.6M | $0 | 7 |
| Neos Partners I A Lp | Private Equity Fund | $4.5M | $0 | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 2.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗