Neos Partners I LP
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$749M
Investors
87
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Neos Partners I LP is a Delaware limited partnership that first filed a Form D on December 20, 2022 and most recently amended it on May 15, 2023, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c)(7) and covers equity and pooled investment fund interests. Neos Partners I LP reported $749,067,000 sold from 87 investors in an offering of indefinite size as of the Form D filed May 15, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names UBS Securities LLC (CRD 7654), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is 12770 El Camino Real, Suite 300, San Diego, CA 92130.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
lapsed
Fund family Part of the Neos Partners family: 5 vehicles across 2 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Adviser of Record (Form ADV)
CRD 323847 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity fund
Auditor named on Form ADV: PricewaterhouseCoopers LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Peter Jonna
Promoter, Executive Officer · San Diego, CA
Managing Member of the GP of the GP of the Issuer.
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
UBS Securities LLCCRD 7654 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in all states
Questions About Neos Partners I LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Neos Partners I LP?
Neos Partners I LP is a Delaware limited partnership that filed a Form D with the SEC on May 15, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is Neos Partners I LP legit?
AltStreet does not rate legitimacy; it reports the public record. Neos Partners I LP filed a Form D with the SEC on May 15, 2023 claiming Rule 506(b), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $749,067,000 sold to 87 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Neos Partners I LP registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Neos Partners I LP claimed Rule 506(b), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Neos Partners I LP raised?
Neos Partners I LP reported $749,067,000 sold from 87 investors in an offering of indefinite size as of the Form D filed May 15, 2023.
Who can invest in Neos Partners I LP?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Neos Partners I LP?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Neos Partners I LP and how are they paid?
The Form D names UBS Securities LLC (CRD 7654), associated with None as the recipient of sales compensation soliciting in all states.
Who is behind Neos Partners I LP?
The Form D lists 1 related person: Peter Jonna, promoter, executive officer (Managing Member of the GP of the GP of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Neos Partners I LP located?
The issuer's address on its SEC filings is 12770 El Camino Real, Suite 300, San Diego, CA 92130. Its phone number of record is (858) 727-9690. It is organized under the laws of Delaware.
How long is the Neos Partners I LP offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is Neos Partners I LP?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.