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NEOS PARTNERS, LP

SAN DIEGO, CA · CRD 323847 · IAPD ↗ · 858-727-9690

$3.77BRegulatory AUM
23Advisory reps
34Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — NEOS PARTNERS, LP grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — NEOS PARTNERS, LP reported RAUM up 186% ($1.06B -> $3.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
August 2024 — NEOS PARTNERS, LP (SAN DIEGO, CA) is newly SEC-registered with $1.06B RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.