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 a partnership registered with the SEC since 2019 that operates as a venture capital fund-adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and serves in sponsor/GP and managing-member roles for those vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. The adviser is organized as a domestic entity and individual ownership structure and is not positioned as a dedicated capital allocator to external strategies; instead it appears to run pooled funds directly. Bios Capital is not reported as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related 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

1 of 1
  • Aaron Fletcher

    Aaron Fletcher

    Managing Partner & Co-FounderCRD 5103086

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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