Nextbio Capital Management LP

RIASEC RegisteredEst. 2026
Total AUM
$305M
Discretionary
$305M
100% of AUM
Avg account
$38.2M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
332920
Registered since
July 23, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nextbio Capital Management LP is organized as a limited partnership operating as a hedge fund and registered with the SEC (registration noted in 2026). The firm focuses on managing pooled investment vehicles for institutional clients and functions as a sponsor/general partner/managing member for those vehicles. Its business activities include commodity pool operator/commodity trading advisor (CPO/CTA) functions and portfolio management for pooled funds. Compensation is a combination of a percentage of assets under management and performance-based fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ky Phan

    Chief Financial OfficerCRD 7975816

Contacts

2 of 2
  • Richard Klemm

    Richard Klemm

    Managing PartnerCRD 7283729

  • Hongbo Lu

    Hongbo Lu

    PartnerCRD 5065498

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
500 W 2nd St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth