BIP CAPITAL

BIP CAPITAL, LLC Legal Name

Adviser information for BIP CAPITAL last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 39
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 44 $1.0B
Non-Discretionary 0 $0
Total 44 $1.0B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 1 $54.7M
Pooled investment vehicles 43 $956.5M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for investment companiesPortfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-112753
SEC ERA File Number 801-112753
SEC CIK Numbers None
SEC CRD Numbers 292983
Legal Entity Identifier None

Principal Office

3575 PIEDMONT RD
BLDG 15, STE 730
ATLANTA
GA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 404-410-6476, Fax: None

Chief Compliance Officer

TODD E KNUDSEN
CFO
3575 PIEDMONT RD
BLDG 15, STE 730
ATLANTA
GA
United States
Tel: 404-944-3623
(Full email address available in API data)

Regulatory Contact

MARK BUFFINGTON
CEO
3575 PIEDMONT RD
BLDG 15, STE 730
ATLANTA
GA
United States
Tel: 404-410-6476
(Full email address available in API data)

Industry Affiliates

BIP CAPITAL MANAGEMENT SERVICES, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BIP WEALTH, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BIP CAPITAL 2080 MEDIA EQUITY VII, LLC Venture Capital Fund $23.2M $0.1M 83
BIP CAPITAL 2080 MEDIA EQUITY X, LLC Venture Capital Fund $17.6M $0.0M 94
BIP CAPITAL ACHIEVEIT SERIES E-1, LLC Venture Capital Fund $6.8M $0.0M 46
BIP CAPITAL CONNEXPAY CONVERTIBLE NOTE I, LLC Venture Capital Fund $6.5M $0.0M 3
BIP CAPITAL CONNEXPAY EQUITY I, LLC Venture Capital Fund $0.8M $0.0M 3
BIP CAPITAL EMPOWHR CONVERTIBLE NOTE I, LLC Venture Capital Fund $1.7M $0.0M 23
BIP CAPITAL EMPOWHR CONVERTIBLE NOTE II, LLC Venture Capital Fund $2.0M $0.0M 48
BIP CAPITAL HUDDLE CONVERTIBLE NOTE, LLC Venture Capital Fund $21.5M $0.0M 43
BIP CAPITAL HUDDLE EQUITY II, LLC Venture Capital Fund $14.6M $0.0M 10
BIP CAPITAL MINI FUND II-QP, LP Private Equity Fund $26.0M $0.1M 69
BIP CAPITAL MINI FUND II, LP Private Equity Fund $16.6M $0.1M 69
BIP CAPITAL MINI FUND III-QP, LP Private Equity Fund $27.2M $0.1M 70
BIP CAPITAL MINI FUND III, LP Private Equity Fund $14.7M $0.1M 70
BIP CAPITAL MINI FUND IIIB-QP, LP Private Equity Fund $23.3M $0.1M 71
BIP CAPITAL MINI FUND IIIB, LP Private Equity Fund $14.3M $0.1M 55
BIP CAPITAL MINI FUND, LP Private Equity Fund $10.8M $0.1M 94
BIP CAPITAL PAN CONVERTIBLE NOTE, LLC Venture Capital Fund $2.7M $0.0M 32
BIP CAPITAL PAN EQUITY I, LLC Venture Capital Fund $1.4M $0.0M 23
BIP CAPITAL PAN EQUITY II, LLC Venture Capital Fund $5.6M $0.0M 68
BIP CAPITAL VENTURE FUND IV-QP, LP Private Equity Fund $97.6M $0.3M 173
BIP CAPITAL VENTURE FUND IV, LP Private Equity Fund $33.4M $0.3M 100
BIP VENTURES 2080 MEDIA EQUITY XII-AI, LLC Venture Capital Fund $16.2M $8.0M 41
BIP VENTURES 2080 MEDIA EQUITY XII-QP, LLC Venture Capital Fund $14.2M $0.1M 65
PANORAMIC 2080 MEDIA EQUITY XI-AI, LLC Venture Capital Fund $3.8M $0.1M 56
PANORAMIC 2080 MEDIA EQUITY XI-QP, LLC Venture Capital Fund $11.6M $0.1M 100
PANORAMIC ANNEX FUND 4-QP, LP Venture Capital Fund $26.1M $0.3M 114
PANORAMIC ANNEX FUND 4, LP Private Equity Fund $6.2M $0.3M 44
PANORAMIC ANNEX FUND 4B-QP, LP Private Equity Fund $34.9M $0.3M 153
PANORAMIC ANNEX FUND 4B, LP Venture Capital Fund $16.9M $0.3M 93
PANORAMIC CONNEXPAY EQUITY II-AI, LLC Venture Capital Fund $3.2M $0.0M 49
PANORAMIC CONNEXPAY EQUITY II-QP, LLC Venture Capital Fund $17.9M $0.0M 138
PANORAMIC EMPOWHR EQUITY I, LLC Venture Capital Fund $2.2M $0.0M 43
PANORAMIC MEDIAFLY EQUITY I, LLC Venture Capital Fund $3.0M $0.0M 31
PANORAMIC SHIFTMED EQUITY I-QP, LLC Venture Capital Fund $4.8M $0.0M 218
PANORAMIC SHIFTMED EQUITY I, LLC Venture Capital Fund $0.7M $0.0M 53
PANORAMIC SHIFTMED EQUITY II-AI, LLC Venture Capital Fund $16.2M $0.1M 86
PANORAMIC SHIFTMED EQUITY II-QP, LLC Venture Capital Fund $97.6M $0.1M 291
PANORAMIC TRELLA ACQUISITION I-QP, LP Venture Capital Fund $22.7M $0.0M 119
PANORAMIC TRELLA ACQUISITION I, LP Venture Capital Fund $8.7M $0.0M 63
PANORAMIC USERIQ EQUITY II, LLC Venture Capital Fund $0.9M $0.0M 38
PANORAMIC VENTURE FUND 5-QP, LP Private Equity Fund $190.4M $0.3M 353
PANORAMIC VENTURE FUND 5, LP Private Equity Fund $31.9M $0.3M 94
PANORAMIC WELLVIEW SENTRY MERGER I LLC Venture Capital Fund $1.8M $0.1M 71

Control Persons

Name Type Entity Title Since Ownership
FLICKINGER, MARK, ANDERSON Individual COO 01/2018 < 5%
BUFFINGTON, MARK, ANDREW Individual CEO 01/2018 < 5%
KNUDSEN, TODD, ERIC Individual CCO AND CFO 01/2018 < 5%
BUFFCO, LLC Domestic Entity OWNER 01/2018 > 75%
BUFFINGTON, MARK, ANDREW Individual BUFFCO, LLC MEMBER AND ELECTED MANAGER 01/2018 > 75%

No. Employees, Historic

5025020202021202220232024202512 on 3/30/202024 on 3/31/202124 on 11/17/202124 on 11/18/202124 on 12/23/202128 on 3/30/202241 on 3/30/202341 on 7/21/202339 on 3/29/2024

RAUM, Historic

2B1B0202020212022202320242025166888323 on 3/30/2020290572504 on 3/31/2021518285353 on 11/17/2021518285353 on 11/18/2021518285353 on 12/23/2021741105881 on 3/30/2022942582588 on 3/30/2023942582588 on 7/21/20231011177020 on 3/29/2024

No. Clients, Historic

502502020202120222023202420257 on 3/30/202011 on 3/31/202127 on 11/17/202127 on 11/18/202127 on 12/23/202133 on 3/30/202240 on 3/30/202340 on 7/21/202344 on 3/29/2024