Biasafe Securities USA Corp

BIASafe provides systematic, software-delivered investment advisory services to institutional users (including single- and multi-family offices, emerging asset managers and other registered investment advisers) as well as individual retail investors, including both non‑high‑net‑worth and high‑net‑worth clients. Services consist of delivering algorithmically generated model portfolios and, for clients who elect it, automated implementation under limited discretionary authority through the firm’s proprietary platform.

The firm’s investment process is entirely quantitative: a cloud‑native Quantitative Investment Engine generates point‑in‑time backtested Model Portfolios while an Order Execution Management overlay implements those portfolios; an AI‑assisted natural‑language interface translates client objectives into platform parameters that clients must validate before going live. Clients choose between non‑discretionary model delivery and a limited‑discretion execution path, and the firm is rolling out execution automation in phases, initially routing trades via mechanical personnel controls.

BIASafe is an internet‑only adviser that uses a fixed subscription model for individual users and modular asset‑based fees for institutional mandates, a fee and client-mix combination that is uncommon for firms with no active registered advisors. Distinctive features include its explicit support for other investment‑adviser clients, parent‑developed platform engineering and shared infrastructure, an absence of private‑fund advisory activity, and the fact that the firm had not commenced advisory operations at the time of filing.