Investment adviser · CRD 149869
NEOSHO ADVISORS LLC
Investment adviser filing (IA)
· Form ADV filed Feb 14, 2019
- Regulatory AUM
- $12M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $12,000,000 | 100.0% |
Filing source
Form ADV 1277114 · Feb 14, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 14, 2019. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
CRD 149869
Filing source
Form ADV 1277114 · Feb 14, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.