SEC Form ADV

BIP WEALTH, LLC

Registered Investment AdviserGA
$5.3B
Assets Under Management
2
Total Clients
88
Employees
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Registration Details

Accession
crd-143208
Location
ATLANTA, GA
Filing Date
June 22, 2026
AUM
$5.3B
Total Clients
2
Institutional Clients
13
Employees
88
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $9.8M in combined gross assets.

  • BIP BAY POINT FUND I-QP, LLCPrivate Equity Fund$8.1M
  • BIP BAY POINT FUND I - AI, LLCPrivate Equity Fund$1.8M

About this Adviser

BIP WEALTH, LLC is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $5.3B in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.