firm profile
Neos Investments
Overview
Neos Investments is an SEC registered investment adviser based in Westport, CT, registered since 2022. It reports $21.7B in assets under management across 19 accounts, with 35 employees.
- Reported AUM
- $21.7B
- Discretionary
- 100%
- Accounts
- 19
- Average account
- $1.1B
- Employees
- 35
- Registered since
- 2022
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 4
- Garrett Keith Paolella Managing Partner CRD 5348547
- Troy Michael Cates Managing Partner CRD 3105780
- Curtis Flippen Chief Compliance Officer CRD 3269185
1 more executive officer, with direct contact details
Location
- Headquarters
- 13 Riverside Ave
Westport, CT 06880 - County
- Western Ct
- Metro area
- Bridgeport-Stamford-Norwalk, CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: neosfunds.com
Every state, with registration dates
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