Neos Partners, LP logo

Neos Partners, LP

Updated today

Client assets under management

$3,773,024,352

Clients

0

Advisors

0

of 34 employees

Firm type

No Active Advisors

Clients per advisor

Average account size

About

Neos Partners, LP is an SEC‑registered investment adviser that provides discretionary portfolio management to privately offered pooled private equity funds and related vehicles, managing approximately $3.77 billion in regulatory assets as of December 31, 2025. Its clients are Limited Partners in those funds (accredited investors and qualified purchasers), and the firm structures co‑investment and parallel vehicles rather than providing individual retail advisory accounts.

Neos pursues a thematic, value‑creation private equity strategy centered on the intersection of the energy transition and critical infrastructure, emphasizing proprietary sourcing, conservative valuation and active operational engagement, including board participation in portfolio companies. The brochure describes a disciplined sourcing and due‑diligence process, routine use of co‑investments and parallel funds, and operational supports such as Industry Advisors, sponsored industry events and AI‑assisted research and monitoring.

The brochure discloses several features that are uncommon among similar private‑equity managers: Neos is identified as an exempt commodity pool operator and the materials note commodity‑related affiliations and regulatory reporting that may accompany commodity activities. The adviser also documents use of placement agents, paid Industry Advisors and sponsored events and states it uses endorsements in advertising, and it highlights related conflicts (fee offsets, side letters and allocation practices) that can differ materially from many peers.

Client services

Portfolio management

Expertise

Private / alternative investments Business exit / sale strategy Business ownership considerations Active portfolio management ESG / Sustainable investing

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Fee options

Percentage

2.0% per annum, payable quarterly in advance

Performance-based

Carried interest received by General Partners as a percentage of realized profits, terms vary by Fund Governing Documents

Other

Account minimum: $10,000,000

Main office location

Neos Partners, LP

12400 High Bluff Drive, Suite 650

San Diego CA 92130-3006, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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