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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Neos Investment Management LLC
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| CRD # | 321256 |
| SEC # | 801-126101 |
| CIK # | 0002001019, 0002052342 |
| AUM | $5.9 B (2025-03-31) |
| Employees | 21 (10% Investors, 33% Brokers) |
| Phone | 203-298-7300 |
| Address | 13 Riverside Avenue Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002001019 0002052342 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Apple Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Netflix Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Vaneck Bitcoin Trust | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Linde PLC | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Metropcs Communications Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Intuitive Surgical Inc | 0.1 | ||
| Texas Instruments Inc | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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 | 10 | 5.9 |
| (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 | 10 | 5.9 |
| By Discretionary | ||
| Discretionary | 10 | 5.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 10 | 5.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001019] | |
| D | [0002052342] |
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|
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