BIOS CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2019
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$10.5M
Accounts
24
Employees
8
Advisory reps
1

Firm details

Headquarters
FORT WORTH, Texas
CRD number
298955
Registered since
October 24, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bios Capital Management, LP is organized as a partnership and operates primarily as a venture-oriented manager that advises pooled investment vehicles. The firm registered with the SEC in 2019 and serves institutional clients. Its advisory work centers on managing funds rather than offering individualized retail portfolio services. Compensation combines a percentage-based management fee and performance-based fees. Bios Capital does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • AARON FLETCHER

    Managing Partner & Co-FounderCRD 5103086

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1751 River Run
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth