Bias Investors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated September 29, 2025, reports $257M in regulatory assets under management, 6 employees, 1 office, and 202 accounts.
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
137
2
HNWI
27.7%
56
3
Charitable
2.0%
4
4
Pooled Investment Vehicles
1.5%
3
5
Pension Plans
1.0%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of September 29, 2025
Discretionary58.9%
$152M
59% of total RAUM58.9%
Non-discretionary41.1%
$106M
41% of total RAUM41.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts202
10Y AUM Change+$42M (+19.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.