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AF

Aaron G. Fletcher

BIOS RESEARCH
Woodland Park, CO 80863
Some features on this profile are disabled
CRD#: 5103086
AF

Professional summary


Aaron Glenn Louis Fletcher PHD, who also goes by Aaron Glenn Fletcher, is a registered financial advisor currently at BIOS RESEARCH located in Woodland Park, Colorado and BIOS CAPITAL MANAGEMENT, LP located in Fort Worth, Texas.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Aaron has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Aaron Glenn Fletcher

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
**DALLAS BAPTIST UNIVERSITY 3000 MOUNTAIN CREEK PARKWAY, DALLAS, TX 75211 START DATE: AUGUST 2008. I AM A VISITING PROFESSOR WHERE I TEACH BIOETHICS FOR PRE-MED AND PRE-PHD STUDENTS FOR A WEEK IN MAY AND SERVE AS A MENTOR AND ADVISER TO THE CELL BIOLOGY AND BIOCHEMISTRY PROFESSORS.**-- **TFF PHARMACEUTICALS, INC. 2600 VIA FORUNTA, SUITE 360, AUSTIN, TX 78746 START DATE: MARCH 2018. I SERVE AS A DIRECTOR FOR THIS COMPANY, SPENDING APPROXIMATELY 5 HOURS PER MONTH, GENERALLY NOT DURING BUSINESS HOURS. TFF IS AN EARLY STAGE BIOPHARMACEUTICAL COMPANY.**-- **CUE PHARMA 21 ERIE STREET, CAMBRIDGE, MA 02139 START DATE: OCTOBER 2019. I SERVE AS A DIRECTOR FOR THIS COMPANY, SPENDING APPROXIMATELY 5 HOURS PER MONTH, GENERALLY NOT DURING BUSINESS HOURS.CUE PHARMA IS A CLINICAL-STAGE BIOPHARMACEUTICAL COMPANY.**-- **SWK HOLDINGS CORPORATION 14755 PRESTON ROAD, SUITE 105, DALLAS, TX 75254 START DATE: SEPTEMBER 2019. I SERVE AS A DIRECTOR FOR THIS COMPANY, SPENDING APPROXIMATELY 5 HOURS PER MONTH, GENERALLY NOT DURING BUSINESS HOURS. SWK IS A HEALTHCARE FINANCE COMPANY PROVIDING CAPITAL TO LIFE SCIENCE COMPANIES, INSTITUTIONS, AND INVENTORS.**-- **BIOS EQUITY PARTNERS, LP; BIOS EQUITY PARTNERS II, LP; AND BIOS EQUITY PARTNERS III, LP 1751 RIVER RUN, SUITE 400, FORT WORTH, TX 76107 START DATE: JULY 2015. I AM A CO-OWNER OF THESE GENERAL PARTNERS TO UNREGISTERED POOLED INVESTMENT VEHICLES THAT MAKE INVESTMENTS IN PRIVATE COMPANIES IN THE HEALTHCARE SECTOR. BIOS CAPITAL MANAGEMENT, LP IS THE GENERAL PARTNER OF THESE ENTITIES. I SPEND APPROXIMATELY 25 HOURS PER MONTH ON THESE ENTITIES COMBINED.**-- **BIOS CAPITAL MANAGEMENT, LP 1751 RIVER RUN, SUITE 400, FORT WORTH, TX 76107 START DATE: JULY 2014. I AM MANAGING MEMBER OF THIS SEC-REGISTERED INVESTMENT ADVISER THAT SPONSORS UNREGISTERED POOLED INVESTMENT VEHICLES THAT MAKE INVESTMENTS IN PRIVATE COMPANIES IN THE HEALTHCARE SECTOR. TIME SPENT ON THIS ENTITY IS LESS THAN 10 HOURS PER MONTH.**-- **MY SERVICE ON TARGET PRIVATE COMPANY BOARDS OF DIRECTORS ASSOCIATED WITH THE PRIVATE FUND ACTIVITIES DISCLOSED ABOVE (BIOS CAPITAL MANAGEMENT, LP AND ITS GENERAL PARTNER AFFILIATED ENTITIES) ARE NOT LISTED BY NAME HEREIN, AS THE LIST IS DYNAMIC BASED ON THE ACQUISITION AND SALE OF PORTFOLIO COMPANIES. TIME SPENT ON MATTERS RELATED TO BOARD SERVICE FOR THESE COMPANIES IS LESS THAN 10 HOURS PER MONTH.**

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Aaron Glenn Louis Fletcher PHD's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 14, 2012 - Present

BIOS RESEARCH

Office #1: 321 W Henrietta Ave Ste. D, Woodland Park, CO 80863
RIA
CRD#: 163720
Woodland Park, CO
Current

November 6, 2019 - Present

BIOS CAPITAL MANAGEMENT, LP

Office #1: 1751 River Run Suite 400, Fort Worth, TX 76107
RIA
CRD#: 298955
Fort Worth, TX
Past

August 8, 2007 - December 19, 2008

LORENTE FLETCHER, LLC

RIA
CRD#: 143697
CARROLLTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BIOS CAPITAL MANAGEMENT, LP
BIOS CAPITAL MANAGEMENT, LP

CRD#: 298955 / SEC#: 801-117544

RIA
Registered Investment Advisory firm - (10/24/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(4/7/2017)
IAR
Texas
(6/14/2012)
IAR
Texas
(11/6/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/2011
Uniform Investment Adviser Law Examination

Current Firm


BC
BIOS CAPITAL MANAGEMENT, LP
BIOS CAPITAL MANAGEMENT, LP

CRD#: 298955 / SEC#: 801-117544

RIA
Registered Investment Advisory firm - (10/24/2019 Approved)
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Contact information


Main Address
1751 River Run Suite 400, Fort Worth, TX 76107
Mailing Address
Phone number
(817) 984-9197
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (3 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (5/27/2025)

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 272,018,507

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Withdrawn9/26/2019
ColoradoERA - Withdrawn9/26/2019
TexasERA - Withdrawn9/26/2019

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BIOS CAPITAL MANAGEMENT, LP

CRD#: 298955Woodland Park, CO 80863

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