PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:28 AM ET

Sponsor Check › Sponsor group

B

Bios

One sponsor team, 35 deal companies · Fort Worth, TX

Grouped because: 3 shared people, 15 shared management entities, same business address (35 issuers), similar issuer names (33) (automatic match from the filings) · not the same sponsor?

35deal companies
$212.4Mreported sold
1,215investors
71Form D filings
2013–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Mar 20, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Bios is a sponsor group of 35 issuers that PartnerFacts links to one sponsor (shared people, same business address, shared management entity, similar issuer names; automatic match from the filings), filing 71 Form D filings between Nov 2013 and Mar 2026.

What this means One team, 35 deal companies, about 13 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $212.4M to 1,215 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (32), Other Health Care (2), Pharmaceuticals (1). Issuers are based in TX (35).

What this means $212.4M raised across the group, about $175K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Aaron Glenn Louis Fletcher (32 issuers, executive officer, director, and promoter), Bios Capital Management, LP (27 issuers, director and promoter, entity), Leslie Wayne Kreis, Jr. (27 issuers, executive officer, director, and promoter), Cavu Management, LP (24 issuers, director and promoter, entity), Steelhead Capital Management, (23 issuers, director and promoter, entity) and 32 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Mar 20, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: STEELHEAD CAPITAL MANAGEMENT, LLC; BIOS CAPITAL MANAGEMENT, LP.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 1 court case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 71 public filings for Bios and found 17 differences, 3 worth asking the sponsor about: Bios includes 15 deals that stopped filing before reaching their target; 38 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Bios has not run yet — it is joining a line of 54,792 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 closed (disposition not in docket feed)

Frierson v. BIOS, LLC closed matched at sponsor-group level (Bios)
District Court, M.D. Tennessee · No. 1:08-mc-00022 · Filed May 16, 2008 · Closed Oct 3, 2008
Role of BIOS, LLC: Defendant · Outcome: Terminated 2008-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TN (not the issuer's state); filed 2008, issuer incorporated 2013
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Bios..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

17 differences found between the filings for Bios — 3 worth asking about (compared the newest 50 of 71 filings on Oct 24, 2026; older filings not covered)

Worth asking · Aug 21, 2014 – Aug 4, 2023

Bios includes 15 deals that stopped filing before reaching their target

Bios Clinical Opportunity Fund, LP (last filing Aug 4, 2023; $17,095,000 sold of $50,000,000); BIOS ONL Co-Invest I, LP (last filing Sep 25, 2020; $0 sold of $10,000,000); BIOS Actuate Co-Invest II, LP (last filing Sep 25, 2020; $0 sold of $30,000,000); BIOS Fund III, LP (last filing Jul 22, 2020; $3,295,000 sold of $100,000,000); BIOS Fund III QP, LP (last filing Jul 22, 2020; $47,968,000 sold of $100,000,000); BIOS Fund III NT, LP (last filing Jul 22, 2020; $3,867,000 sold of $100,000,000); and 9 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Bios Clinical Opportunity Fund, LP — PartnerFacts page ↗BIOS ONL Co-Invest I, LP — PartnerFacts page ↗BIOS Actuate Co-Invest II, LP — PartnerFacts page ↗BIOS Fund III, LP — PartnerFacts page ↗
Sources
Worth asking · Oct 1, 2018 – Mar 20, 2026

38 other issuers file from the same address — 25 member issuers (ACTUATE THERAPEUTICS, INC.; BIOS Fund II, LP; BIOS Fund II QP, LP; …)

The address on file, 1751 River Run, Suite 400, Fort Worth, TX, is used by 63 issuers in our index across 6 sponsor groups; 38 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

ACTUATE THERAPEUTICS, INC. — PartnerFacts page ↗BIOS Fund II, LP — PartnerFacts page ↗BIOS Fund II QP, LP — PartnerFacts page ↗EDGAR filer page · ACTUATE THERAPEUTICS, INC. ↗
Sources
Worth asking · May 6, 2022 – Jun 16, 2025

7 Form Ds were filed more than 15 days after the first sale

Form D filed 335 days after the first sale — Bios Special Opportunity Fund II, LP · Form D filed 67 days after the first sale — Bios Actuate Co-Invest III, LP · Form D filed 17 days after the first sale — Bios i-Lumen Co-Invest I, LP · Form D filed 17 days after the first sale — Bios 2024 Co-Invest, LP · Form D filed 17 days after the first sale — Bios ONL Co-Invest II, LP · and 2 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Apr 6, 2023 ↗Bios Special Opportunity Fund II, LP — PartnerFacts page ↗Form D · Dec 6, 2022 ↗Bios Actuate Co-Invest III, LP — PartnerFacts page ↗
Sources
Note · Nov 6, 2017 – Jul 7, 2025

23 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — ACTUATE THERAPEUTICS, INC. (latest filing Jul 7, 2025) · No amendment in the last 12 months on an offering that may still be open — Bios i-Lumen Co-Invest I, LP (latest filing Jun 16, 2025) · No amendment in the last 12 months on an offering that may still be open — Bios 2024 Co-Invest, LP (latest filing Jul 1, 2024) · No amendment in the last 12 months on an offering that may still be open — Bios ONL Co-Invest II, LP (latest filing Jul 1, 2024) · No amendment in the last 12 months on an offering that may still be open — ACTUATE THERAPEUTICS, INC. (latest filing Mar 6, 2024) · and 18 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jul 7, 2025 ↗ACTUATE THERAPEUTICS, INC. — PartnerFacts page ↗Form D · Jun 16, 2025 ↗Bios i-Lumen Co-Invest I, LP — PartnerFacts page ↗
Sources
Note · Apr 16, 2019 – Apr 29, 2019

Offering amount changed between filings — BIOS LTI Co-Invest III, LP

The Apr 16, 2019 filing says $20,000,000 offered; the Apr 29, 2019 Form D/A says $30,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Apr 16, 2019 ↗Form D/A (later) · Apr 29, 2019 ↗BIOS LTI Co-Invest III, LP — PartnerFacts page ↗
Sources
Note · Apr 3, 2019 – Apr 16, 2019

Offering amount changed between filings — BIOS LTI Co-Invest III, LP

The Apr 3, 2019 filing says $10,000,000 offered; the Apr 16, 2019 Form D/A says $20,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Apr 3, 2019 ↗Form D/A (later) · Apr 16, 2019 ↗BIOS LTI Co-Invest III, LP — PartnerFacts page ↗
Sources
Note · Oct 12, 2021 – Nov 5, 2021

Minimum investment changed between filings — BIOS SIRPant Co-Invest I QP, LP

The Oct 12, 2021 filing lists a minimum of $0; the Nov 5, 2021 Form D/A lists $5,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 12, 2021 ↗Form D/A (later) · Nov 5, 2021 ↗BIOS SIRPant Co-Invest I QP, LP — PartnerFacts page ↗
Sources
Note · Sep 10, 2021 – Nov 5, 2021

Minimum investment changed between filings — BIOS SIRPant Co-Invest I, LP

The Sep 10, 2021 filing lists a minimum of $0; the Nov 5, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Sep 10, 2021 ↗Form D/A (later) · Nov 5, 2021 ↗BIOS SIRPant Co-Invest I, LP — PartnerFacts page ↗
Sources
Note · Oct 24, 2019 – Feb 26, 2020

Minimum investment changed between filings — BIOS Fund III NT, LP

The Oct 24, 2019 filing lists a minimum of $500,000; the Feb 26, 2020 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 24, 2019 ↗Form D/A (later) · Feb 26, 2020 ↗BIOS Fund III NT, LP — PartnerFacts page ↗
Sources
Note · Oct 24, 2019 – Feb 26, 2020

Minimum investment changed between filings — BIOS Fund III QP, LP

The Oct 24, 2019 filing lists a minimum of $500,000; the Feb 26, 2020 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 24, 2019 ↗Form D/A (later) · Feb 26, 2020 ↗BIOS Fund III QP, LP — PartnerFacts page ↗
Sources
Note · Oct 24, 2019 – Feb 26, 2020

Minimum investment changed between filings — BIOS Fund III, LP

The Oct 24, 2019 filing lists a minimum of $500,000; the Feb 26, 2020 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 24, 2019 ↗Form D/A (later) · Feb 26, 2020 ↗BIOS Fund III, LP — PartnerFacts page ↗
Sources
Note · Jan 26, 2018 – Oct 1, 2018

Minimum investment changed between filings — BIOS Fund II NT, LP

The Jan 26, 2018 filing lists a minimum of $8,000; the Oct 1, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jan 26, 2018 ↗Form D/A (later) · Oct 1, 2018 ↗BIOS Fund II NT, LP — PartnerFacts page ↗
Sources
Note · Jan 26, 2018 – Oct 1, 2018

Minimum investment changed between filings — BIOS Fund II QP, LP

The Jan 26, 2018 filing lists a minimum of $8,000; the Oct 1, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jan 26, 2018 ↗Form D/A (later) · Oct 1, 2018 ↗BIOS Fund II QP, LP — PartnerFacts page ↗
Sources
Note · Jan 26, 2018 – Oct 1, 2018

Minimum investment changed between filings — BIOS Fund II, LP

The Jan 26, 2018 filing lists a minimum of $8,000; the Oct 1, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jan 26, 2018 ↗Form D/A (later) · Oct 1, 2018 ↗BIOS Fund II, LP — PartnerFacts page ↗
Sources
Note · Aug 15, 2017 – Mar 20, 2026

7 people are written more than one way across the filings

Aaron Glenn Louis Fletcher is written 4 different ways on the filings · G.L. Bios Advisors GP, LLC is written 2 different ways on the filings · Leslie Wayne Kreis, Jr. is written 2 different ways on the filings · Cavu Management, LP is written 2 different ways on the filings · Bios Capital Management, LP is written 2 different ways on the filings · and 2 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Aug 15, 2017 ↗Form D · Apr 12, 2022 ↗Form D · Apr 6, 2023 ↗Form D · Mar 20, 2026 ↗
Sources
Note · Nov 27, 2013 – Mar 20, 2026

Member companies were formed in 2 different states

Delaware (26), Texas (9) — out of 35 member issuers. The odd ones out: SCM Vision, LP (Texas); SCM-BIOS Lung Therapeutics SPV, LP (Texas); BIOS OMI SPV I, LP (Texas); BIOS Memory SPV I, LP (Texas); BIOS Vision SPV II, LP (Texas); BIOS LTI SPV II, LP (Texas).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Bios — sponsor group page ↗SCM Vision, LP — PartnerFacts page ↗SCM-BIOS Lung Therapeutics SPV, LP — PartnerFacts page ↗BIOS OMI SPV I, LP — PartnerFacts page ↗
Sources
Note · Oct 8, 2015 – Jul 7, 2025

Issuer used a different name before — ACTUATE THERAPEUTICS, INC.

SEC records list prior names for this filer: Apotheca Therapeutics, Inc.. The current name on file is "ACTUATE THERAPEUTICS, INC.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗ACTUATE THERAPEUTICS, INC. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 71 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 52 offerings report sales commissions totalling $1,730,900; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 20, 2026 D
Bios 2026 Co-Invest, LP
File 021-577098
$0$0$0 (est.)
The General Partner will be entitled to receive a Management Fee based on a percentage of Total Commitments and invested capital, as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Jul 7, 2025 D
ACTUATE THERAPEUTICS, INC.
File 021-550871
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2025 D
Bios i-Lumen Co-Invest I, LP
File 021-549023
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 10, 2025 D
ACTUATE THERAPEUTICS, INC.
File 021-543404
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2024 D
Bios ONL Co-Invest II, LP
File 021-517476
$0$0$0 (est.)
The General Partner will be entitled to receive a Management Fee based on a percentage of Total Commitments and invested capital, as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Jul 1, 2024 D
Bios 2024 Co-Invest, LP
File 021-517482
$0$0$0 (est.)
The General Partner will be entitled to receive a Management Fee based on a percentage of Total Commitments and invested capital, as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Mar 6, 2024 D
ACTUATE THERAPEUTICS, INC.
File 021-506802
$0$0$0None listed on this filingEDGAR ↗
Aug 4, 2023 D
Bios Clinical Opportunity Fund, LP
File 021-488788
$0$0$0 (est.)
The General Partner and the Investment Manager will be entitled to receive a Management Fee based on the percentage of the Capital Contributions as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Apr 6, 2023 D
Bios Special Opportunity Fund II, LP
File 021-478075
$0$0$0 (est.)
The Investment Manager will be entitled to receive an Origination Fee based on the percentage of Capital Contributions as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Dec 15, 2022 D/A
ACTUATE THERAPEUTICS, INC.
File 021-462188
$1,700,000 (est.)$0$0Newbridge Securities Corporation BrokerCheck CRD 104065 ↗EDGAR ↗
Dec 6, 2022 D
Bios Actuate Co-Invest III, LP
File 021-466668
$0$0$0 (est.)
Investment Manager will be entitled to receive a Management Fee based on the percentage of Capital Contributions as outlined in the offering documents. Such amount is indeterminable at this time.
None listed on this filingEDGAR ↗
Apr 12, 2022 D
Bios Special Opportunity Fund, LP
File 021-441384
$0 (est.)$0 (est.)$0 (est.)
Investment Manager will be entitled to receive a fee in the amount of three percent (3.0%) of the aggregate Capital Contributions received by the Partnership.
None listed on this filingEDGAR ↗
Nov 5, 2021 D/A
BIOS SIRPant Co-Invest I, LP
File 021-412894
$15,900 (est.)$0$0
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Samuel Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 205 ↗)
EDGAR ↗
Nov 5, 2021 D/A
BIOS SIRPant Co-Invest I QP, LP
File 021-416620
$0$0$0
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Samuel Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 205 ↗)
EDGAR ↗
Aug 13, 2021 D
Bios Tech Opportunities Fund, LP
File 021-409855
$0$0$0
The Issuer's Investment Manager is entitled to a management fee, and an affiliate of the Issuer's General Partner is entitled to a performance allocation, all of which is disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 10, 2020 D
ACTUATE THERAPEUTICS, INC.
File 021-382844
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2020 D
BIOS ONL Co-Invest I, LP
File 021-376340
$0$0$0
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 20580 ↗)
EDGAR ↗
Sep 25, 2020 D
BIOS Actuate Co-Invest II, LP
File 021-376341
$0$0$0
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Sep 25, 2020 D
BIOS ONL Co-Invest I, LP
File 021-376342
$0$0$0
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Sep 25, 2020 D
BIOS Actuate Co-Invest II, LP
File 021-376344
$0$0$0
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 205 ↗)
EDGAR ↗
Jul 22, 2020 D/A
BIOS Fund III NT, LP
File 021-351805
$0 (est.)$0 (est.)$0 (est.)
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 20580 ↗)
EDGAR ↗
Jul 22, 2020 D/A
BIOS Fund III QP, LP
File 021-351807
$0 (est.)$0 (est.)$0 (est.)
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 20580 ↗)
EDGAR ↗
Jul 22, 2020 D/A
BIOS Fund III, LP
File 021-351802
$0 (est.)$0 (est.)$0 (est.)
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Reed Carroll BrokerCheck CRD 3175767 ↗
via Frontier Solutions, LLC (CRD 136102 ↗)

Kenneth W. Smith Jr BrokerCheck CRD 2329728 ↗
via Sanders Morris Harris LLC (CRD 20580 ↗)
EDGAR ↗
Jul 22, 2020 D
BIOS Fund III, LP
File 021-371609
$0 (est.)$0 (est.)$0 (est.)
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Jul 22, 2020 D
BIOS Fund III QP, LP
File 021-371611
$0 (est.)$0 (est.)$0 (est.)
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corproation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Jul 22, 2020 D
BIOS Fund III NT, LP
File 021-371613
$0 (est.)$0 (est.)$0 (est.)
General Partner will receive carried interest and management fee. Investment Managers will receive management fee through General Partner. Carried interest and management fee are described in confidential offering materials.
Joseph Goldek BrokerCheck CRD 2024287 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard Libretti BrokerCheck CRD 3240542 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Salvatore Esposito BrokerCheck CRD 5011043 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Nov 14, 2019 D/A
ACTUATE THERAPEUTICS, INC.
File 021-351007
$0$0$0None listed on this filingEDGAR ↗
May 13, 2019 D
ACTUATE THERAPEUTICS, INC.
File 021-339460
$0$0$0None listed on this filingEDGAR ↗
May 10, 2019 D
BIOS LTI Co-Invest III QP, LP
File 021-339366
$0$0$0 (est.)
General Partner will receive performance allocation. Performance allocation is described in confidential offering materials.
None listed on this filingEDGAR ↗
Apr 29, 2019 D/A
BIOS LTI Co-Invest III, LP
File 021-336358
$0$0$0 (est.)
General Partner will receive performance allocation. Performance allocation is described in confidential offering materials.
None listed on this filingEDGAR ↗
Mar 26, 2019 D
BIOS Actuate Co-Invest I, LP
File 021-335626
$0$0$0 (est.)
General Partner will receive performance allocation. Performance allocation is described in confidential offering materials.
None listed on this filingEDGAR ↗
Mar 11, 2019 D
BIOS Azitra Co-Invest I, LP
File 021-334513
$0$0$0 (est.)
General Partner will receive performance allocation. Performance allocation is described in confidential offering materials.
None listed on this filingEDGAR ↗
Jan 15, 2019 D
BIOS Immusoft Co-Invest I, LP
File 021-330585
$0$0$0 (est.)
General Partner will receive performance allocation. Performance allocation is described in confidential offering materials.
None listed on this filingEDGAR ↗
Oct 1, 2018 D/A
BIOS Fund II, LP
File 021-292865
$0$0$0 (est.)
General partner will receive performance allocation and management fee. Performance allocation and management fee are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Oct 1, 2018 D/A
BIOS Fund II QP, LP
File 021-294650
$0$0$0 (est.)
General partner will receive performance allocation and management fee. Performance allocation and management fee are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Oct 1, 2018 D/A
BIOS Fund II NT, LP
File 021-303782
$0$0$0
General partner will receive performance allocation and management fee. Performance allocation and management fee are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Sep 12, 2018 D
ACTUATE THERAPEUTICS, INC.
File 021-321166
$0$0$0None listed on this filingEDGAR ↗
May 18, 2018 D
BIOS Incysus Co-Invest I, LP
File 021-312741
$0$0$0 (est.)
General Partner will receive performance allocation. Performance allocation is described in confidential offering materials.
None listed on this filingEDGAR ↗
Mar 24, 2017 D
BIOS Fund I, LP
File 021-283299
$0$0$0 (est.)
Investment Managers will receive origination fee. General Partner will receive performance allocation and management fee. Origination fee, performance allocation and management fee are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Mar 24, 2017 D
BIOS Fund I QP, LP
File 021-283297
$0$0$0 (est.)
Investment Managers will receive origination fee. General Partner will receive performance allocation and management fee. Origination fee, performance allocation and management fee are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Mar 23, 2017 D
BIOS LTI SPV II, LP
File 021-283165
$0$0$0 (est.)
Investment Managers will receive an origination fee for each capital contribution. The General Partner will receive a performance allocation. The origination fee and performance allocation are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Mar 20, 2017 D
ACTUATE THERAPEUTICS, INC.
File 021-282916
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2017 D
ACTUATE THERAPEUTICS, INC.
File 021-279955
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2016 D
BIOS OMI SPV I, LP
File 021-276029
$0$0$0 (est.)
The Investment Managers will receive an origination fee for each capital contribution the Issuer receives. Also, the General Partner is entitled to receive performance allocations. Both are described in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 29, 2016 D
BIOS Memory SPV II, LP
File 021-260143
$0$0$0 (est.)
The Investment Managers will receive an origination fee for each capital contribution. The General Partner will receive a performance allocation. The origination fee and the performance allocation are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Dec 15, 2015 D
BIOS LTI SPV II, LP
File 021-253119
$0$0$0 (est.)
Investment Managers will receive an origination fee for each capital contribution. The General Partner will receive a performance allocation. The origination fee and the performance allocation are described in the confidential offering materials.
None listed on this filingEDGAR ↗
Oct 8, 2015 D
ACTUATE THERAPEUTICS, INC.
File 021-249020
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2015 D
BIOS Vision SPV II, LP
File 021-245590
$0$0$0 (est.)
The Investment Managers are entitled to receive an origination fee for each capital contribution and the GPs are entitled to receive performance allocations, which fees and allocations are fully described in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 5, 2015 D
BIOS Memory SPV I, LP
File 021-241206
$0$0$0 (est.)
The Investment Managers are entitled to receive an origination fee for each capital contribution and the GPs are entitled to receive performance allocations,which fees and allocations are fully described in the issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 18, 2015 D
BIOS OMI SPV I, LP
File 021-240054
$0$0$0
The General Partner and the Special Limited Partner of the Issuer are each entitled to receive a performance allocation, which is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 21, 2014 D
SCM-BIOS Lung Therapeutics SPV, LP
File 021-223436
$0$0$0None listed on this filingEDGAR ↗
Nov 27, 2013 D
SCM Vision, LP
File 021-207155
$15,000$0$0Steelhead Capital Management, LLC no CRD number reportedEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 35 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Bios in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗SV SCM Vision, LPshared people, same business addressFORT WORTH, TXOther Health Care1$515,000
offering $515,000 · similar: $829,831–$9,999,998
15
similar: 2–15
$5,000
similar: $10,000–$54,310
2013–2013
EDGAR ↗SB SCM-BIOS Lung Therapeutics SPV, LPshared people, same business address, similar issuer namesFORT WORTH, TXOther Health Care1$0
offering $2,000,000 · similar: $829,831–$9,999,998
0
similar: 2–15
$5,000
similar: $10,000–$54,310
2014–2014
EDGAR ↗BO BIOS OMI SPV I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund2$840,000
offering $1,545,000 · similar: $155,000–$5,250,000
27
similar: 4–27
$5,000
similar: $1,000–$100,000
2015–2016
EDGAR ↗BM BIOS Memory SPV I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$2,065,000
offering $4,500,000 · similar: $155,000–$5,250,000
12
similar: 4–27
$25,000
similar: $1,000–$100,000
2015–2015
EDGAR ↗BV BIOS Vision SPV II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$955,843
offering $1,449,071 · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2015–2015
EDGAR ↗AT ACTUATE THERAPEUTICS, INC.shared people, same business addressFORT WORTH, TXPharmaceuticals13$21,886,833
offering $9,330,958 · similar: $1,694,259–$16,000,000
95
similar: 1–13
No minimum reported
similar: $10,000–$55,000
2015–2025
EDGAR ↗BL BIOS LTI SPV II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund2$1,897,632
offering $1,897,632 · similar: $155,000–$5,250,000
9
similar: 4–27
$25,000
similar: $1,000–$100,000
2015–2017
EDGAR ↗BM BIOS Memory SPV II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$812,784
offering $1,000,000 · similar: $155,000–$5,250,000
21
similar: 4–27
$3,414
similar: $1,000–$100,000
2016–2016
EDGAR ↗BF BIOS Fund I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$14,430,412
offering $14,430,412 · similar: $155,000–$5,250,000
87
similar: 4–27
$5,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗BF BIOS Fund I QP, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$8,390,945
offering $8,390,945 · similar: $155,000–$5,250,000
31
similar: 4–27
$20,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗BF BIOS Fund II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund4$11,515,000
offering $50,000,000 · similar: $155,000–$5,250,000
83
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗BF BIOS Fund II QP, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund3$50,000,000
offering $50,000,000 · similar: $155,000–$5,250,000
106
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗BF BIOS Fund II NT, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund3$5,020,000
offering $50,000,000 · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗BI BIOS Incysus Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$2,480,280
offering $2,500,000 · similar: $155,000–$5,250,000
47
similar: 4–27
$1,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗BI BIOS Immusoft Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$750,000
offering $3,000,000 · similar: $155,000–$5,250,000
27
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BA BIOS Azitra Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$437,500
offering $3,000,000 · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BA BIOS Actuate Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$0
offering $5,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BL BIOS LTI Co-Invest III, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund3$12,215,000
offering $30,000,000 · similar: $155,000–$5,250,000
31
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BL BIOS LTI Co-Invest III QP, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$15,115,000
offering $30,000,000 · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗BF BIOS Fund III NT, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund4$3,867,000
offering $100,000,000 · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗BF BIOS Fund III QP, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund4$47,968,000
offering $100,000,000 · similar: $155,000–$5,250,000
92
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗BF BIOS Fund III, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund4$3,295,000
offering $100,000,000 · similar: $155,000–$5,250,000
23
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2020
EDGAR ↗BA BIOS Actuate Co-Invest II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund2$0
offering $30,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗BO BIOS ONL Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund2$0
offering $10,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗BT Bios Tech Opportunities Fund, LPshared people, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$0
offering Indefinite · similar: $500,000–$16,420,250
0
similar: 2–28
$500,000
similar: $5,000–$100,000
2021–2021
EDGAR ↗BS BIOS SIRPant Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund2$5,470,000
offering $10,000,000 · similar: $155,000–$5,250,000
94
similar: 4–27
$10,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗BS BIOS SIRPant Co-Invest I QP, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund2$5,466,300
offering $10,000,000 · similar: $155,000–$5,250,000
35
similar: 4–27
$5,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗BS Bios Special Opportunity Fund, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$35,385,080
offering $35,385,080 · similar: $155,000–$5,250,000
78
similar: 4–27
$15,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗BA Bios Actuate Co-Invest III, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$3,200,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗BS Bios Special Opportunity Fund II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$7,393,000
offering $7,393,000 · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗BC Bios Clinical Opportunity Fund, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$17,095,000
offering $50,000,000 · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗B2 Bios 2024 Co-Invest, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$6,275,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗BO Bios ONL Co-Invest II, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$7,206,000
offering Indefinite · similar: $155,000–$5,250,000
88
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗BI Bios i-Lumen Co-Invest I, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$2,455,000
offering Indefinite · similar: $155,000–$5,250,000
43
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗B2 Bios 2026 Co-Invest, LPshared people, shared management entity, same business address, similar issuer namesFORT WORTH, TXPooled Investment Fund1$3,410,000
offering Indefinite · similar: $155,000–$5,250,000
21
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); Pooled Investment Fund / 506(b) (83,801 filings); Pharmaceuticals / 506(b) (800 filings); Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Mar 20, 2026Bios 2026 Co-Invest, LPDPooled Investment FundIndefinite$3,410,000
EDGAR ↗Jul 7, 2025ACTUATE THERAPEUTICS, INC.DPharmaceuticals$9,330,958$4,665,479
EDGAR ↗Jun 16, 2025Bios i-Lumen Co-Invest I, LPDPooled Investment FundIndefinite$2,455,000
EDGAR ↗Apr 10, 2025ACTUATE THERAPEUTICS, INC.DPharmaceuticals$50,000,000$0
EDGAR ↗Jul 1, 2024Bios 2024 Co-Invest, LPDPooled Investment FundIndefinite$6,275,000
EDGAR ↗Jul 1, 2024Bios ONL Co-Invest II, LPDPooled Investment FundIndefinite$7,206,000
EDGAR ↗Mar 6, 2024ACTUATE THERAPEUTICS, INC.DPharmaceuticals$5,000,000$3,000,000
EDGAR ↗Aug 4, 2023Bios Clinical Opportunity Fund, LPDPooled Investment Fund$50,000,000$17,095,000
EDGAR ↗Apr 6, 2023Bios Special Opportunity Fund II, LPDPooled Investment Fund$7,393,000$7,393,000
EDGAR ↗Dec 15, 2022ACTUATE THERAPEUTICS, INC.D/APharmaceuticals$50,000,000$19,336,491
EDGAR ↗Dec 6, 2022Bios Actuate Co-Invest III, LPDPooled Investment FundIndefinite$3,200,000
EDGAR ↗Oct 19, 2022ACTUATE THERAPEUTICS, INC.DPharmaceuticals$50,000,000$11,170,000
EDGAR ↗Apr 12, 2022Bios Special Opportunity Fund, LPDPooled Investment Fund$35,385,080$35,385,080
EDGAR ↗Nov 5, 2021BIOS SIRPant Co-Invest I QP, LPD/APooled Investment Fund$10,000,000$5,466,300
EDGAR ↗Nov 5, 2021BIOS SIRPant Co-Invest I, LPD/APooled Investment Fund$10,000,000$5,470,000
EDGAR ↗Oct 12, 2021BIOS SIRPant Co-Invest I QP, LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Sep 10, 2021BIOS SIRPant Co-Invest I, LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Aug 13, 2021Bios Tech Opportunities Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 10, 2020ACTUATE THERAPEUTICS, INC.DPharmaceuticals$50,000,000$14,482,301
EDGAR ↗Sep 25, 2020BIOS Actuate Co-Invest II, LPDPooled Investment Fund$30,000,000$0
EDGAR ↗Sep 25, 2020BIOS ONL Co-Invest I, LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Sep 25, 2020BIOS Actuate Co-Invest II, LPDPooled Investment Fund$30,000,000$0
EDGAR ↗Sep 25, 2020BIOS ONL Co-Invest I, LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Jul 22, 2020BIOS Fund III NT, LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Jul 22, 2020BIOS Fund III NT, LPD/APooled Investment Fund$100,000,000$3,867,000
EDGAR ↗Jul 22, 2020BIOS Fund III QP, LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Jul 22, 2020BIOS Fund III QP, LPD/APooled Investment Fund$100,000,000$47,968,000
EDGAR ↗Jul 22, 2020BIOS Fund III, LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Jul 22, 2020BIOS Fund III, LPD/APooled Investment Fund$100,000,000$3,295,000
EDGAR ↗Feb 26, 2020BIOS Fund III QP, LPD/APooled Investment Fund$100,000,000$44,008,000
EDGAR ↗Feb 26, 2020BIOS Fund III NT, LPD/APooled Investment Fund$100,000,000$2,667,000
EDGAR ↗Feb 26, 2020BIOS Fund III, LPD/APooled Investment Fund$100,000,000$3,270,000
EDGAR ↗Nov 14, 2019ACTUATE THERAPEUTICS, INC.D/APharmaceuticals$6,500,000$6,500,000
EDGAR ↗Oct 24, 2019BIOS Fund III, LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Oct 24, 2019BIOS Fund III QP, LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Oct 24, 2019BIOS Fund III NT, LPDPooled Investment Fund$100,000,000$0
EDGAR ↗Oct 15, 2019ACTUATE THERAPEUTICS, INC.DPharmaceuticals$6,500,000$3,942,540
EDGAR ↗May 13, 2019ACTUATE THERAPEUTICS, INC.DPharmaceuticals$23,952,152$21,886,833
EDGAR ↗May 10, 2019BIOS LTI Co-Invest III QP, LPDPooled Investment Fund$30,000,000$15,115,000
EDGAR ↗Apr 29, 2019BIOS LTI Co-Invest III, LPD/APooled Investment Fund$30,000,000$12,215,000
EDGAR ↗Apr 16, 2019BIOS LTI Co-Invest III, LPD/APooled Investment Fund$20,000,000$1,665,000
EDGAR ↗Apr 3, 2019BIOS LTI Co-Invest III, LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Mar 26, 2019BIOS Actuate Co-Invest I, LPDPooled Investment Fund$5,000,000$0
EDGAR ↗Mar 11, 2019BIOS Azitra Co-Invest I, LPDPooled Investment Fund$3,000,000$437,500
EDGAR ↗Jan 15, 2019BIOS Immusoft Co-Invest I, LPDPooled Investment Fund$3,000,000$750,000
EDGAR ↗Oct 1, 2018BIOS Fund II NT, LPD/APooled Investment Fund$50,000,000$5,020,000
EDGAR ↗Oct 1, 2018BIOS Fund II QP, LPD/APooled Investment Fund$50,000,000$36,973,000
EDGAR ↗Oct 1, 2018BIOS Fund II, LPD/APooled Investment Fund$50,000,000$11,515,000
EDGAR ↗Sep 12, 2018ACTUATE THERAPEUTICS, INC.DPharmaceuticals$4,025,000$4,025,000
EDGAR ↗May 18, 2018BIOS Incysus Co-Invest I, LPDPooled Investment Fund$2,500,000$2,480,280
EDGAR ↗Jan 26, 2018BIOS Fund II NT, LPD/APooled Investment Fund$50,000,000$1,850,000
EDGAR ↗Jan 26, 2018BIOS Fund II QP, LPD/APooled Investment Fund$50,000,000$21,308,000
EDGAR ↗Jan 26, 2018BIOS Fund II, LPD/APooled Investment Fund$50,000,000$8,620,000
EDGAR ↗Jan 22, 2018BIOS Fund II NT, LPDPooled Investment Fund$50,000,000$0
EDGAR ↗Sep 13, 2017BIOS Fund II QP, LPDPooled Investment Fund$50,000,000$50,000,000
EDGAR ↗Sep 13, 2017BIOS Fund II, LPD/APooled Investment Fund$50,000,000$0
EDGAR ↗Aug 15, 2017BIOS Fund II, LPDPooled Investment Fund$50,000,000$0
EDGAR ↗Mar 24, 2017BIOS Fund I QP, LPDPooled Investment Fund$8,390,945$8,390,945
EDGAR ↗Mar 24, 2017BIOS Fund I, LPDPooled Investment Fund$14,430,412$14,430,412
EDGAR ↗Mar 23, 2017BIOS LTI SPV II, LPDPooled Investment Fund$1,897,632$1,897,632
EDGAR ↗Mar 20, 2017ACTUATE THERAPEUTICS, INC.DPharmaceuticals$5,000,000$3,000,000
EDGAR ↗Feb 3, 2017ACTUATE THERAPEUTICS, INC.DPharmaceuticals$150,000$150,000
EDGAR ↗Dec 9, 2016BIOS OMI SPV I, LPDPooled Investment Fund$1,545,000$840,000
EDGAR ↗Mar 29, 2016BIOS Memory SPV II, LPDPooled Investment Fund$1,000,000$812,784
EDGAR ↗Dec 15, 2015BIOS LTI SPV II, LPDPooled Investment Fund$6,000,000$495,000
EDGAR ↗Oct 8, 2015ACTUATE THERAPEUTICS, INC.DPharmaceuticals$500,000$410,000
EDGAR ↗Aug 12, 2015BIOS Vision SPV II, LPDPooled Investment Fund$1,449,071$955,843
EDGAR ↗Jun 5, 2015BIOS Memory SPV I, LPDPooled Investment Fund$4,500,000$2,065,000
EDGAR ↗May 18, 2015BIOS OMI SPV I, LPDPooled Investment FundIndefinite$150,000
EDGAR ↗Aug 21, 2014SCM-BIOS Lung Therapeutics SPV, LPDOther Health Care$2,000,000$0
EDGAR ↗Nov 27, 2013SCM Vision, LPDOther Health Care$515,000$515,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 20, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Health Care (2013–2014), Pooled Investment Fund (2015), Pharmaceuticals (2015), Pooled Investment Fund (2015–2016), Pharmaceuticals (2017), Pooled Investment Fund (2017–2018), Pharmaceuticals (2018), Pooled Investment Fund (2019), Pharmaceuticals (2019), Pooled Investment Fund (2019–2020), Pharmaceuticals (2020), Pooled Investment Fund (2021–2022), Pharmaceuticals (2022), Pooled Investment Fund (2022–2023), Pharmaceuticals (2024), Pooled Investment Fund (2024), Pharmaceuticals (2025), Pooled Investment Fund (2025), Pharmaceuticals (2025). Latest offering: Pooled Investment Fund (Mar 20, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
AF Aaron Glenn Louis FletcherDirector, Promoter, Executive Officer32Aug 21, 2014 → Mar 20, 2026
BC Bios Capital Management, LP entityPromoter, Director27Jun 5, 2015 → Jun 16, 2025
LK Leslie Wayne Kreis, Jr.Executive Officer, Director, Promoter27Nov 27, 2013 → Mar 6, 2024
CM Cavu Management, LP entityPromoter, Director24May 18, 2015 → Dec 6, 2022
SC Steelhead Capital Management, entityPromoter, Director23May 18, 2015 → Nov 5, 2021
GL Glenn Louis CAVU Advisors entityPromoter, Director21Aug 12, 2015 → Nov 5, 2021
GL Glenn Louis BIOS Advisors GP entityPromoter, Director20Aug 12, 2015 → Nov 5, 2021
BE BIOS Equity Partners II entityDirector9Aug 15, 2017 → May 10, 2019
BE Bios Equity Partners III, LP entityDirector8Oct 24, 2019 → Dec 6, 2022
BE BIOS Equity Partners entityDirector6Aug 12, 2015 → Mar 24, 2017
BE Bios Equity COF, LP entityDirector5Aug 4, 2023 → Mar 20, 2026
BA Bios Advisors GP, LLC entityPromoter, Director5Jun 5, 2015 → Jun 16, 2025
BR BIOS Research entityPromoter5Aug 12, 2015 → Mar 24, 2017
GL G. L. Bios Capital Management, LP entityDirector4Apr 12, 2022 → Mar 20, 2026
CA Cavu Advisors, LLC entityPromoter, Director4May 18, 2015 → Dec 6, 2022
GL G.L. Bios Advisors GP, LLC entityDirector3Apr 12, 2022 → Jul 1, 2024
BE Bios Equity SOF I, LP entityDirector2Apr 12, 2022 → Apr 6, 2023
FA Fletcher Glenn Louis AaronExecutive Officer, Promoter2Aug 12, 2015 → Mar 29, 2016
DS Daniel M. SchmittExecutive Officer, Director1Oct 8, 2015 → Jul 7, 2025
AM Andrew MazarExecutive Officer1Apr 10, 2025 → Jul 7, 2025
PL Paul LytleExecutive Officer1Apr 10, 2025 → Jul 7, 2025
DZ Daniel ZabrowskiDirector1Apr 10, 2025 → Jul 7, 2025
AR Amy RonnebergDirector1Apr 10, 2025 → Jul 7, 2025
RS Roger SawhneyDirector1Apr 10, 2025 → Jul 7, 2025
JK Jason KeyesDirector1Apr 10, 2025 → Jul 7, 2025
TT Todd ThomsonDirector1Oct 19, 2022 → Jul 7, 2025
DZ Dan ZabrowskiDirector1Oct 19, 2022 → Mar 6, 2024
JF John FucciExecutive Officer, Director1Aug 4, 2023 → Aug 4, 2023
DS Daniel SchwarzExecutive Officer1Aug 4, 2023 → Aug 4, 2023
BT Bios Tech Equity Partners, LP entityExecutive Officer, Promoter1Aug 13, 2021 → Aug 13, 2021
LB Louis J. Basenese, IIIExecutive Officer, Promoter1Aug 13, 2021 → Aug 13, 2021
BT Bios Tech GenPar, LLC entityDirector, Promoter1Aug 13, 2021 → Aug 13, 2021
AA Alex AndrianopoulosDirector1Nov 14, 2019 → Dec 10, 2020
PK Pascal KroteeDirector1Dec 10, 2020 → Dec 10, 2020
NB NEIL BAJPAYEEDirector1Nov 14, 2019 → Nov 14, 2019
WB Wayne BIOS Research entityPromoter1Mar 23, 2017 → Mar 23, 2017
WE Wayne Exline Holdings entityPromoter1May 18, 2015 → May 18, 2015

Business registration (state registry / Secretary of State)

8 of 30 issuers (first 30 of 35 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 8.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

STEELHEAD CAPITAL MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Oct 9, 2019 · SEC file 801-117461 · Main office: FORT WORTH, TX · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $202,521,629 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 20 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.STEELHEADCM.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

BIOS CAPITAL MANAGEMENT, LP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Oct 24, 2019 · SEC file 801-117544 · Main office: FORT WORTH, TX · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $250,897,987 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 24 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/BIOS-PARTNERS ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Bios as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Bios's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #247,075 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

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Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Texas re:SearchTX court records ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗