Limited Partner and Managing Partner · Neos Partners, LP
Peter J. Jonna
CRD 6011936 · Named on Form ADV at one SEC-registered adviser
At a glance
Neos Partners, LP, an SEC-registered private fund adviser based in SAN Diego, CA with $3.8 billion in regulatory assets, lists Peter J. Jonna on its Form ADV as Limited Partner and Managing Partner, a control person.
Firms and roles
- Neos Partners, LPLimited Partner and Managing PartnerPrivate fund adviser · SAN Diego, CA · $3.8B in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Russell L. BarbourPartner, Neos Partners, LP
- Adam D. AngelowiczChief Operating Officer, Chief Financial Officer, Neos Partners, LP
- Kenneth J. BurkeGeneral Counsel and Chief Compliance Officer, Neos Partners, LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.