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VentureFirmpe with venture activity · probableregistered_investment_adviser

Neos Partners, LP

Venture Capital

San Diego, CA

Neos Partners is an investment firm targeting control or control-oriented investments in businesses operating within the energy transition and critical infrastructure value chains.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:a1e1ba45-5c1a-4979-802b-58b36a5d03ae

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 6
On other graphs: 3
Observed: Sep 12, 2026 to Sep 17, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Neos Partners, LP

Capital provider to sponsors · shared crd

Private Equityidentity

Neos Partners, LP

Private equity manager · shared crd

RIA / Wealth Managementidentity

NEOS PARTNERS, LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 4
Vintages: 2022 to 2023
Reported GAV: $1.1Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.1B
Funds with fundraising evidence: 0derived
Investments: 7
Portfolio companies: 7
Investments, 12m: 7
Partner-attributed: 0
People: 29
Investment professionals: 22derived
Co-investors: 0derived
LP relationships: 0
Stated sectors: climate,energy,industrialas stated by the firm
Latest Form D: Nov 13, 2023
Latest ADV filing: Jul 11, 2024
Website: neospartners.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV
Neos Partners I Expansion LP	2023	Active deployment	$111M	$111M
Neos Partners I-B LP	2023	Active deployment	$0	$74.6M
Neos Partners I LP	2022	Active deployment	$749M	$873M
Neos Partners I-A, LP	2022	Active deployment	$3.9M	$4.5M

Investments

round size is never this investor's check

Company	State	Stage	Round size	Partner	Attribution	Observed
Ans	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Forgent Power Solutions	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Gridstone	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Mas	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Mill Creek Renewables	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
Panelmatic	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026
RMS Energy	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026

Relationships

Invested in (7)

→ Mill Creek RenewablesCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ PanelmaticCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ RMS EnergyCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ ANSCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ Forgent Power SolutionsCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ GridstoneCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site
→ MASCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site

Employs (29)

→ Taylor RowattPersonAssociate
factThe subject's own site
→ Ben TortoricePersonAssociate
factThe subject's own site
→ Daniel WangPersonAssociate
factThe subject's own site
→ Russell BarbourPersonPartner
factThe subject's own site
→ Peter JonnaPersonManaging Partner, Portfolio Manager
factThe subject's own site
→ Brad ForthPersonSenior Partner
factThe subject's own site
→ Trey BivinsPersonManaging Director
factThe subject's own site
→ Frank CannovaPersonManaging Director
factThe subject's own site
→ Keith HeydePersonManaging Director, Strategy & Research
factThe subject's own site
→ David SavagePersonManaging Director, Portfolio Company Operations
factThe subject's own site
→ Nick MangusPersonPrincipal
factThe subject's own site
→ Bret BasilonePersonVice President, Business Development
factThe subject's own site
→ Ben BrothersPersonVice President
factThe subject's own site
→ Serge GoferPersonVice President
factThe subject's own site
→ Kush MuzumdarPersonVice President, Portfolio Company Operations
factThe subject's own site
→ Henry SmitherPersonVice President
factThe subject's own site
→ Zach WellsPersonVice President
factThe subject's own site
→ Andrew BendickPersonAssociate
factThe subject's own site
→ Lisa HsuPersonAssociate, Portfolio Company Operations
factThe subject's own site
→ Cam PacePersonAssociate
factThe subject's own site
→ Adam AngelowiczPersonChief Operating Officer &
factThe subject's own site
→ Ken BurkePersonGeneral Counsel &
factThe subject's own site
→ Arthur KaslowPersonAssociate
factThe subject's own site
→ Keegan PhelanPersonAssociate
factThe subject's own site
→ Mithil PujarPersonAssociate
factThe subject's own site
→ Peter RoochPersonAssociate
factThe subject's own site
→ Peter Joseph JonnaPersonSole Member
Aug 1, 2022 to presentfactForm ADV
→ Russell Locke BarbourPersonChief Operating Officer
Sep 1, 2022 to presentfactForm ADV
→ Corey Alexandra MillettePersonChief Compliance Officer And Chief Financial Officer
Feb 1, 2024 to presentfactForm ADV

Manages (4)

→ Neos Partners I-A, LPFundPrivate Equity Fund
Feb 20, 2023 to presentfactForm ADV
→ Neos Partners I LPFundPrivate Equity Fund
Feb 20, 2023 to presentfactForm ADV
→ Neos Partners I-B LPFundPrivate Equity Fund
Mar 30, 2024 to presentfactForm ADV
→ Neos Partners I Expansion LPFundPrivate Equity Fund
Mar 30, 2024 to presentfactForm ADV

Owns (1)

← Neos Partners GP, LLCFirmGeneral Partner
Aug 1, 2022 to presentfactForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 1, 2024
Person joined
Corey Alexandra Millette joined Schedule A of Neos Partners, LP as Chief Compliance Officer And Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Feb 20, 2023
Adviser's first ADV filing
Neos Partners, LP first filed Form ADV (ERA)
Form ADVobserved 7 days ago

Show 4 bookkeeping events

Occurred
Mar 30, 2024
Neos Partners I-B LP first reported on Form ADV by Neos Partners, LP (Private Equity Fund), GAV $68,568,461
Occurred
Mar 30, 2024
Neos Partners I Expansion LP first reported on Form ADV by Neos Partners, LP (Private Equity Fund), GAV $111,111,111
Occurred
Feb 20, 2023
Neos Partners I-A, LP first reported on Form ADV by Neos Partners, LP (Private Equity Fund), GAV $3,725,000
Occurred
Feb 20, 2023
Neos Partners I LP first reported on Form ADV by Neos Partners, LP (Private Equity Fund), GAV $144,100,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 website (Form ADV), 2 work emails (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Taylor Rowatt (Associate), Ben Tortorice (Associate), Daniel Wang (Associate), Russell Barbour (Partner), Peter Jonna (Managing Partner, Portfolio Manager), Brad Forth (Senior Partner), Trey Bivins (Managing Director), Frank Cannova (Managing Director), Keith Heyde (Managing Director, Strategy & Research), David Savage (Managing Director, Portfolio Company Operations), Nick Mangus (Principal), Bret Basilone (Vice President, Business Development).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:a1e1ba45-5c1a-4979-802b-58b36a5d03ae
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Neos Partners, LP

Venture Capital

San Diego, CA

Neos Partners is an investment firm targeting control or control-oriented investments in businesses operating within the energy transition and critical infrastructure value chains.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:a1e1ba45-5c1a-4979-802b-58b36a5d03ae

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.