asset manager

Neos Investments

WESTPORT, CT

CRD: 321256

In PWD coverage since August 14, 2026 · 9 stories

$21.7BRegulatory AUMSEC Form ADV · Oct 3

35EmployeesForm ADV

7Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Aug 25, 26Deal announcedInnovator ETFs · Goldman Sachs · — coverage

Aug 25, 26Deal announcedGoldman Sachs · $2 — coverage

Aug 18, 26Deal announcedGoldman Sachs — coverage

Aug 12, 26Deal announcedGoldman Sachs Asset Management · $30B — coverage

Aug 11, 26Deal announcedGoldman Sachs — coverage

Jul 31, 26Deal announcedGoldman Sachs · $2

PWD coverage

issuers

Three August ETF deals price a book of advisor relationships

August's three ETF acquisitions priced the scarce asset—a book of advisor relationships—and the next wave will be issuers who own one and cannot sell it.

passive · Sep 15The 5% ten-year is a duration call an income overlay cannot make

issuers · Sep 2Goldman and Victory pay up for proven ETF shelves

issuers · Aug 26Buy, don't build: the ETF landgrab's clearest answer

issuers · Aug 20Neos shareholder vote decides Goldman's $2.25 billion ETF deal

issuers · Aug 17Goldman Sachs to acquire NEOS, the $30bn options-income ETF shop

the_tape · Aug 17Goldman buys Neos, a $30bn options-income ETF shop

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

Deals & PE · Aug 14Goldman to Buy ETF Provider Neos for Up to $2.25B

Neos Investments

Three August ETF deals price a book of advisor relationships

The Family Office Daily Briefing