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| Happy Holidays!! thanks for using AUM13F!! |
| BIP Wealth LLC
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| CRD # | 143208 |
| SEC # | 801-68882 |
| CIK # | 0001590214 |
| AUM | $3.4 B (2025-07-30) |
| Employees | 63 (43% Investors, 0% Brokers) |
| Phone | 404-495-5230 |
| Address | 3575 Piedmont Rd, NE Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001590214 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.6 | ||
| Sterling Construction Co Inc | 10.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BIP Bay Point Fund I - AI LLC | [2023-03-30] | 1.6 | 1.9 |
| PE | BIP Bay Point Fund I-QP LLC | [2023-03-30] | 7.3 | 8.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 731 | 0.2 |
| (b) Individuals (high net worth individuals) | 934 | 3.1 |
| (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 | 0 | 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 | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,671 | 3.4 |
| By Discretionary | ||
| Discretionary | 6,982 | 2.2 |
| Non-Discretionary | 1,689 | 1.1 |
| Total | 8,671 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 8,671 | 3.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Harris | 114 | ||
| Bip Holdings LLC | 25 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001590214] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BIP Wealth LLC
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|
GA | 3.4 |
|
BIP Capital LLC
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|
GA | 1.1 |
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|---|---|---|
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Evergreen Capital Management LLC
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WA | 5.2 |
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Trillium Asset Management LLC
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MA | 5.0 |
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LNW Wealth Management LLC
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WA | 4.5 |
|
Abacus Wealth Partners LLC
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CA | 3.3 |
|
Popular Securities LLC
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PR | 2.3 |
|
Trajan Wealth LLC
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AZ | 2.0 |
|
TLG Advisors Inc
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NJ | 1.9 |
|
Zuckerman Investment Group LLC
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IL | 1.9 |
|
Jaffe Tilchin Investment Partners LLC
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|
FL | 1.8 |
|
Turtle Creek Wealth Advisors LLC
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|
TX | 1.7 |