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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BIP Alliance LLC
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| CRD # | 330528 |
| SEC # | 801-129846 |
| CIK # | 0002056367 |
| AUM | $328.1 M (2025-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 404-495-5230 |
| Address | 3575 Piedmont Road, NE Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Global Payments Inc | 2.0 | ||
| Nvidia Corp | 1.9 | ||
| Microsoft Corp | 1.9 | ||
| Amazon Com Inc | 1.4 | ||
| Aflac Inc | 1.0 | ||
| Facebook Inc | 0.9 | ||
| Broadcom Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Netflix Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 47.5 |
| (b) Individuals (high net worth individuals) | 88 | 244.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 28.5 |
| (h) Charitable organizations | 3 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 328.1 |
| By Discretionary | ||
| Discretionary | 538 | 270.3 |
| Non-Discretionary | 123 | 57.9 |
| Total | 661 | 328.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.1 | |
| Total | 661 | 328.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056367] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hanover Advisors Inc
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|
SC | 0.3 |
|
Wealth Quarterback LLC
✚
|
NJ | 0.3 |
|
Castleview Partners LLC
✚
|
TX | 0.3 |
|
Sebold Capital Management Inc
✚
|
IL | 0.3 |
|
Sykon Capital LLC
✚
|
NY | 0.3 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 0.3 |
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.3 |
|
National Wealth Management Group LLC
✚
|
OH | 0.3 |
|
OMNI 360 Wealth Inc
✚
|
NJ | 0.3 |
|
Fairhaven Financial Advisory Corporation
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|
MI | 0.3 |