BIP CAPITAL

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$20.8M
Accounts
62
Employees
50
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
292983
Registered since
April 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.3%
  • Business Development Companies12.7%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BIP Capital is a limited liability company that functions as a multifaceted fund manager with an institutional client focus. The firm is SEC-registered (since 2018) and structures its business around advising and sponsoring pooled investment vehicles, acting as general partner or managing member for funds it manages. Its advisory scope emphasizes portfolio management for investment companies and for pooled investment vehicles rather than one-off wealth advisory relationships. Investment activity centers on private markets, with a clear tilt toward venture capital and private equity strategies. The firm charges a mix of percentage-of-AUM fees and performance-based fees, consistent with its fund-focused model. BIP Capital does not position itself as an active ESG investor, is not a multistate adviser, and does not serve as a pension consultant. Ownership is recorded as a combination of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MARK FLICKINGER

    COOCRD 6912420

  • TODD KNUDSEN

    Chief Financial OfficerCRD 4465983

Contacts

1 of 1
  • MARK BUFFINGTON

    Managing PartnerCRD 4419164

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3575 Piedmont Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth