PROPEL BIO MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$49.5M
Accounts
5
Employees
7
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
322858
Registered since
December 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.59%
  • Investment Companies30.41%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Propel Bio Management, LLC is an SEC-registered investment manager organized as an LLC and operating since 2022. The firm presents itself as a hybrid manager with activity across hedge fund and venture capital strategies and is classified as a multifaceted fund manager. Its client base is institutional, and its compensation includes both a percentage-of-assets fee and performance-based fees. Propel Bio provides portfolio management for registered investment companies and pooled investment vehicles and acts in sponsor/GP and managing-member roles for pooled vehicles. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

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

Contacts

2 of 2
  • LEEN KAWAS

    Managing General PartnerCRD 7613611

  • JAMES HARDING

    FinanceCRD 7644742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11620 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth