| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bip Bay Point Fund I-Qp, LLC | Private Equity | $8.5M | $100K |
| Bip Bay Point Fund I - Ai, LLC | Private Equity | $1.9M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bip Managing Partner, LLC Control | Member | 50-75% | 2007 |
| Darrick Harper Alford Control | Cfo / Cco | Under 5% | 2022 |
| Duncan Montgomery Meredith Control | Cto | Under 5% | 2022 |
Bip Wealth, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
Bip Wealth, LLC manages 2 private funds with combined gross assets of $10.4 million.
Bip Wealth, LLC reports 63 employees.
Bip Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2008.
Bip Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3575 Piedmont Rd, NE, Bldg 15, Suite 730, Atlanta, GA 30305 |
| Phone | 404-495-5230 |
| Fax | 404-495-5239 |
| Office hours | 8:30-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.23B |
| Non-discretionary | $1.13B |
| Total (RAUM) | $3.36B |