Fund family · SEC Form D record

Neos Partners Expansion funds

Neos Partners Expansion has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2023 to 2024. The newest is Neos Partners II Expansion LP, first filed Sep 25, 2024. The adviser of record on Form ADV Schedule D is Neos Partners, LP.

Vehicles
2
Numbered generations
2
First filing
2023
Latest filing
Sep 25, 2024

Adviser of record (Form ADV Schedule D) Neos Partners, LP (CRD 323847)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Neos Partners II Expansion LPCIK 2033951First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Neos Partners I Expansion LPCIK 1999316No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Neos Partners Expansion funds

How many Neos Partners Expansion funds are there?
The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Nov 13, 2023 and the latest filing on Sep 25, 2024. By generation: Fund II (Neos Partners II Expansion LP, first filed Sep 25, 2024); Fund I (Neos Partners I Expansion LP, first filed Nov 13, 2023).
What is the latest Neos Partners Expansion fund?
Neos Partners II Expansion LP, which first filed a Form D on Sep 25, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Neos Partners Expansion funds?
Neos Partners, LP (RIA, CRD 323847), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Neos Partners Expansion funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.