BIP CAPITAL MANAGEMENT SERVICES, LLC

RIASEC RegisteredEst. 2020
Total AUM
$345M
Discretionary
$345M
100% of AUM
Avg account
$20.3M
Accounts
17
Employees
6
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
300757
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BIP Capital Management Services, LLC is an SEC-registered adviser (registered in 2020) that manages pooled private investment vehicles focused on private equity and venture capital strategies. The firm operates as an LLC and positions itself as a fund sponsor and manager—serving institutional clients—rather than a retail-facing advisor. Its advisory work concentrates on portfolio management for pooled vehicles, and it also acts as a sponsor/GP or managing member of those vehicles. Fees are charged as a percentage of assets under management with performance-linked compensation where applicable. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • TODD KNUDSEN

    Chief Financial OfficerCRD 4465983

  • MARK FLICKINGER

    COOCRD 6912420

Contacts

2 of 2
  • HERBERT PRESSLY

    MemberCRD 6050196

  • 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

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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