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
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
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
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
Compensation % of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
SCHWAB MANAGED PORTFOLIOS CHARLES SCHWAB & CO., INC.

Identifiers

SEC RIA File Number 801-129846
SEC ERA File Number 801-129846
SEC CIK Numbers None
SEC CRD Numbers 330528
Legal Entity Identifier 99-1380411

Principal Office

3575 PIEDMONT ROAD, NE
BUILDING 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
(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
(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
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%

No. Employees, Historic

1050202420251 on 3/7/2024

RAUM, Historic

000202420250 on 3/7/2024