# Neos Partners

Neos Partners is a Private Equity based in San Diego, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** 12400 High Bluff Drive, Suite 650, San Diego, CA 92130, United States
- **Founded:** 2022
- **Assets under management:** $2.7B (per firm website, 2025)
- **Website:** www.neospartners.com
- **LinkedIn:** https://www.linkedin.com/company/neos-partners

## Regulatory record

- **CRD number:** 323847
- **SEC file number:** 801-130830
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323847

## About

Neos Partners is an SEC-registered investment adviser in San Diego, CA, registered since 2024. The firm manages approximately $3.8 billion in regulatory assets. It has 34 employees and 23 investment advisers.

## Sectors

- Energy Transition & Renewables
- Infrastructure
- Industrial Tech

## People

- Peter Jonna — Co-Founder
- Brad Forth — Co-Founder

## Questions

### Who runs investment decisions at Neos Partners?

Peter Jonna and Brad Forth are the founding partners and lead the firm. They are degreed engineers and seasoned investor-operators. The investment team works alongside a Senior Advisor network of industry executives, but ultimate investment decisions rest with the partnership.

### How does Neos Partners source proprietary deal flow?

Neos relies on an industry network of more than 100 founders, executives, and advisors who have collectively committed over $260 million to the firm’s funds. This network provides direct visibility into founder- and family-owned companies across the energy transition and critical infrastructure value chains. The firm’s exclusive sector focus and the operating experience of its investment team further reduce reliance on competitive auction processes.

### Does Neos use debt in its deals?

Neos is an equity investor that uses limited debt, if any. The firm states that many of its portfolio companies operate with no debt, and those that carry debt maintain conservative profiles to preserve operational and financial flexibility for organic growth and acquisitions.

### What investment stages and transaction types does Neos target?

Neos targets control or control-oriented equity investments in middle-market companies. The firm focuses on founder- and family-owned industrial product and service businesses and drives growth through a combination of organic initiatives and targeted add-on acquisitions. It does not describe itself as a venture capital firm.

### Which sectors does Neos explicitly avoid?

Neos invests exclusively in companies deriving the majority of their revenue from five sectors: renewable energy, the power grid, infrastructure, data centers, and energy-intensive industrials. The firm does not invest outside those verticals. It has not disclosed a formal exclusion list for sub-sectors within those categories.

### What is Neos Partners’ posture on co-investments?

Neos has not publicly detailed a formal co-investment program for external LPs. The firm’s Senior Advisor network and extended industry relationships function as co-underwriters and co-investors, often alongside institutional capital, but the firm’s published materials describe a partnership structure rather than a deal-by-deal co-investment platform open to outside allocators.

## Related profiles

- [neosfer](https://altss.com/profile/neosfer)
- [neoteq Ventures](https://altss.com/profile/neoteq-ventures)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/neos-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology