BIP ALLIANCE, LLC
Adviser information for BIP ALLIANCE, LLC last updated from Form ADV on March 7th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
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 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUMFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
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SCHWAB MANAGED PORTFOLIOS | CHARLES SCHWAB & CO., INC. |
Identifiers
SEC RIA File Number | 801-129846 |
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SEC ERA File Number | 801-129846 |
SEC CIK Numbers | None |
SEC CRD Numbers | 330528 |
Legal Entity Identifier | 99-1380411 |
Principal Office
3575 PIEDMONT ROAD, NEBUILDING 15, SUITE 730
ATLANTA
GA
United States
Monday - Friday, 8:30 - 5:00
Tel: 404-495-5230, Fax: None
Chief Compliance Officer
WILLIAM HARRIS
CEO
2500 NORTHWINDS PKWY
STE 100
ALPHARETTA
GA
United States
Tel:
404-495-5230
B******@************M
(Full email address available in API data)
Regulatory Contact
DARRICK ALFORD
CFO
3575 PIEDMONT RD NE
BLDG 15 STE 730
ATLANTA
GA
United States
Tel:
404-580-0254
D******@************M
(Full email address available in API data)
Industry Affiliates
BIP CAPITAL | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
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 |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Smith, Nathan, Alan | Individual | – | COO | 02/2024 | < 5% |
Alford, Darrick, Harper | Individual | – | CFO | 02/2024 | < 5% |
CRAMER, ERIC, ARNOLD | Individual | – | CIO | 02/2024 | < 5% |
HARRIS, WILLIAM, JOSEPH | Individual | – | CEO / CCO | 02/2024 | < 5% |
HARRIS, WILLIAM, JOSEPH | Individual | BIP MANAGING PARTNER, LLC | MEMBER | 05/2007 | 50-75% |
BUFFINGTON, MARK, ANDREW | Individual | BIP MANAGING PARTNER, LLC | MEMBER | 05/2007 | 50-75% |
BIP MANAGING PARTNER, LLC | Domestic Entity | BIP WEALTH, LLC | OWNER | 05/2007 | 50-75% |
BIP ALLIANCE HOLDINGS, LLC | Domestic Entity | – | OWNER | 02/2024 | > 75% |
BIP WEALTH, LLC | Domestic Entity | BIP ALLIANCE HOLDINGS, LLC | OWNER | 02/2024 | > 75% |