AF
AF

Aaron Fletcher

15 Years of Experience
Fort Worth, TX
2 Disclosures

Aaron Fletcher is a registered investment advisor at Bios Capital Management, LP, based in Fort Worth, TX, with 15 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$11.3M average
Assets Under Management
$272.0M

Fee Structure

Investment management only (planning not offered)

Bios Capital Management does not directly manage investments for individual investors. It manages investments for private funds, and investors in those funds pay management fees and carried interest as outlined in the fund's offering documents. These fees are negotiated between Bios and each fund.

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Location

1751 River Run, Suite 400, Fort Worth, TX, 76107

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History

Regulatory History (2)
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Regulatory
May 2007
Final
Regulatory
February 2007
Final
Other Business Activities

Aaron is a visiting professor at Dallas Baptist University since 2008 and serves as a director for TFF Pharmaceuticals, Cue Pharma, and SWK Holdings Corporation. He is also a co-owner of BIOS Equity Partners and a managing member of BIOS Capital Management, spending about 10-20% of his time on these entities combined and minimal time on target private company boards.

Employment History
Current Registrations
Bios Capital Management, LP
November 2019 - Present · 6 yrs 6 mos
Bios Research
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Lorente Fletcher, LLC
August 2007 - December 2008 · 1 yr 4 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.