SourcingSourcing

SOLAS BIOVENTURES MANAGEMENT, LLC

B57
CRD 322344·SEC 801-134738·CHATTANOOGA, TN
AUM
$165.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$495K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOLAS BIOVENTURES MANAGEMENT, LLC
CRD
322344
SEC file #
801-134738
EIN
850627769
DBA names
—

Economics

AUM
$165.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$177.7M → $165.0M▼ -7%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
CHATTANOOGA TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
solasbio.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Adair, Charles, David
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
Adair, Charles, David
Hackett, Mark, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOLASBIO.COM
Rdap Domain Creation Date
2014-04-24T20:57:38Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001813747
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2020-06-18
Edgar Last Filing Date
2022-07-05
Edgar Form D Count
3
Edgar Form D Offerings
2022-07-052022-07-05 · 0001931434-22-000003
2021-06-142021-06-14 · 0001832885-21-000037

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1739
Soi Zip Pct 200k Plus
0.0932
Soi Zip Returns 200k Plus
150
Soi Zip Total AGI
202,514
Fdic Zip Total Deposits
2,102,556,000
Fdic Zip Branch Count
71
Fdic Zip Top Banks
First Tennessee Bank, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
835 GEORGIA AVENUESUITE 800CHATTANOOGA, TN 37402
Business
835 GEORGIA AVENUESUITE 800CHATTANOOGA, TN 37402
Edgar EIN
850627769
Edgar Recent Filings
D/A2022-07-05 · 0001931434-22-000003
D/A2021-06-14 · 0001832885-21-000037
Fdic Zip Branches Raw
Pioneer BankChattanooga, TN
First Tennessee Bank, National AssociationChattanooga, TN
Fdic Zip HHI
2351.46
Fdic Zip Top Bank Share Pct
32.99
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-24T20:57:38Z
Rdap Domain Last Changed
2026-04-25T12:46:18Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,555
Returns600
Stub 2
AGI15,519
Returns430
Stub 3
AGI11,710
Returns190
Soi Zip Total Business Income
9,734
Soi Zip Total Cap Gains
24,903
Soi Zip Total Dividends
4,896
Soi Zip Total Returns
1,610
Top Owner CRD
8118183
Trust Company Affiliate
No

People (5)

5
Adair, Charles, David
Direct Owner · 62.5%
8118183
Hackett, Mark, David
Direct Owner · 17.5%
8118227
Hoey, Michael, Francis
Direct Owner · 17.5%
8118238
Belitz, David, Alan
Executive Officer · 2.5%
8118240
Karey Ann Williams
Executive Officer · 2.5%
1394426