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| Neos Investment Management LLC
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| CRD # | 321256 |
| SEC # | 801-126101 |
| CIK # | 0002001019, 0002052342 |
| AUM | 21.69 B (2026-03-30) |
| Employees | 35 (6% Investors, 46% Brokers) |
| Phone | 203-298-7300 |
| Address | 13 Riverside Avenue Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.5 | ||
| Apple Inc | 1.3 | ||
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Facebook Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Broadcom Inc | 0.5 | ||
| Wal Mart Stores Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 19 | 21.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 21.7 |
| By Discretionary | ||
| Discretionary | 19 | 21.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 21.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.7 | |
| Total | 19 | 21.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001019] | |
| SC 13G | [0002001019] | |
| D | [0002052342] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Neos Investment Management LLC | Vaneck Bitcoin ETF | [2026-03-10] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 254900HVPSOLYFQMTW05 |
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|---|---|---|
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Fiduciary Counselors Inc
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DC | 20.35 B |
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Meketa Fiduciary Management LLC
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CA | 20.14 B |
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Regions Investment Management Inc
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AL | 20.14 B |