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| BIP Wealth LLC
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| CRD # | 143208 |
| SEC # | 801-68882 |
| CIK # | 0001590214 |
| AUM | 5,288.0 M (2026-06-22) |
| Employees | 88 (55% Investors, 6% Brokers) |
| Phone | 404-495-5230 |
| Address | 3575 Piedmont Rd, NE Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Sprott Physical Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BIP Bay Point Fund I - AI LLC | [2023-03-30] | 1.6 M | 1.8 M |
| Offered $1,600,000 · Filed 2023-02-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BIP Bay Point Fund I-QP LLC | [2023-03-30] | 7.3 M | 8.1 M |
| Offered $7,300,000 · Filed 2023-02-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,542 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,566 | 4.8 |
| (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 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (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 | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,391 | 5.3 |
| By Discretionary | ||
| Discretionary | 15,303 | 4.1 |
| Non-Discretionary | 2,088 | 1.2 |
| Total | 17,391 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 17,391 | 5.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Harris | Executive Officer | 117 | 3 | |
| Bip Holdings LLC | Executive Officer | 27 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001590214] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
BIP Wealth LLC
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|
GA | 5,288.0 M |
|
BIP Capital LLC
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|
GA | 1,290.7 M |
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H M Payson & Co
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MA | 4,305.1 M |
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Abacus Wealth Partners LLC
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Turtle Creek Wealth Advisors LLC
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Popular Securities LLC
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PR | 2,620.5 M |
|
Trajan Wealth LLC
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AZ | 2,601.8 M |
|
Jaffe Tilchin Investment Partners LLC
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FL | 2,445.4 M |
|
TLG Advisors Inc
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NJ | 2,295.9 M |
|
Zuckerman Investment Group LLC
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IL | 2,167.1 M |