Hedge Fund Database

BIP WEALTH, LLC

Adviser information for BIP WEALTH, LLC last updated from Form ADV on March 27th, 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 Georgia, United States

Employees

Total Number of Employees 57
Investment Advisory/Research 27
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 36
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5,635 $1.8B
Non-Discretionary 1,637 $1.0B
Total 7,272 $2.8B

Clients

Type Number RAUM
Individuals 647 $181.1M
HNW Individuals 777 $2.6B
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 <5 $6.5M
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 16 $35.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

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

Identifiers

SEC RIA File Number 801-68882
SEC ERA File Number 801-68882
SEC CIK Numbers 1590214
SEC CRD Numbers 143208
Legal Entity Identifier None

Principal Office

3575 PIEDMONT RD, NE
BLDG 15, SUITE 730
ATLANTA
GA
United States
Monday - Friday, 8:30-5:00
Tel: 404-495-5230, Fax: 404-495-5239

Websites

www.instagram.com/bipwealthbaseball twitter.com/bipwealth www.bipwealth.com www.facebook.com/bipwealth www.linkedin.com/company/1185286 bipwealth.libsyn.com www.linkedin.com/showcase/79009989 www.instagram.com/bipwealth

Chief Compliance Officer

WILLIAM J. HARRIS
CO-FOUNDER, CEO
3575 PIEDMONT RD, NE
BLDG 15, SUITE 730
ATLANTA
GA
United States
Tel: 404-495-5230
Fax: 404-495-5239
(Full email address available in API data)

Regulatory Contact

DARRICK ALFORD
CFO
3575 PIEDMONT RD, NE
BLDG 15, SUITE 730
ATLANTA
GA
United States
Tel: 404-495-5237
Fax: 404-495-5239
(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

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BIP BAY POINT FUND I - AI, LLC Private Equity Fund $1.7M $0.1M 15
BIP BAY POINT FUND I-QP, LLC Private Equity Fund $7.9M $0.1M 46

Control Persons

Name Type Entity Title Since Ownership
BIP MANAGING PARTNER, LLC Domestic Entity – MEMBER 05/2007 50-75%
BUFFINGTON, MARK, ANDREW Individual BIP MANAGING PARTNER, LLC MEMBER 05/2007 50-75%
HARRIS, WILLIAM, JOSEPH Individual BIP MANAGING PARTNER, LLC MEMBER 05/2007 50-75%
HARRIS, WILLIAM, JOSEPH Individual – CO-FOUNDER / CEO / CCO 05/2007 < 5%
Alford, Darrick, Harper Individual – CFO 06/2022 < 5%
CRAMER, ERIC, ARNOLD Individual – CIO 05/2011 < 5%
Smith, Nathan, Alan Individual – COO 06/2019 < 5%
Meredith, Duncan, Montgomery Individual – CTO 02/2022 < 5%

No. Employees, Historic

60300201920202021202220232024202520 on 5/8/201926 on 3/31/202026 on 4/15/202026 on 6/23/202026 on 6/24/202026 on 6/26/202029 on 3/31/202129 on 4/30/202139 on 3/31/202239 on 8/19/202239 on 8/19/202239 on 9/13/202239 on 11/30/202239 on 12/1/202249 on 3/30/202349 on 5/1/202349 on 10/30/202349 on 12/6/202357 on 3/27/2024

RAUM, Historic

3B2B02019202020212022202320242025948978816 on 5/8/20191306241927 on 3/31/20201306241927 on 4/15/20201306241927 on 6/23/20201306241927 on 6/24/20201306241927 on 6/26/20201561296926 on 3/31/20211561296926 on 4/30/20212202568368 on 3/31/20222202568368 on 8/19/20222202568368 on 8/19/20222202568368 on 9/13/20222202568368 on 11/30/20222202568368 on 12/1/20222310141037 on 3/30/20232310141037 on 5/1/20232310141037 on 10/30/20232310141037 on 12/6/20232833854777 on 3/27/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025684 on 5/8/2019747 on 3/31/2020747 on 4/15/2020747 on 6/23/2020747 on 6/24/2020747 on 6/26/2020838 on 3/31/2021838 on 4/30/2021982 on 3/31/2022982 on 8/19/2022982 on 8/19/2022982 on 9/13/2022982 on 11/30/2022982 on 12/1/20221172 on 3/30/20231172 on 5/1/20231172 on 10/30/20231172 on 12/6/20231444 on 3/27/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
A T & T INC COM 363K 19K –
ABBOTT LABORATORIES COM 217K 2K –
ABBVIE INC COM 394K 2K –
ADOBE INC COM 214K 386 –
ADOBE INC COM COM 406K 730 –
ALPHABET INC CAP STK CL A COM 406K 2K –
ALPHABET INC CAP STK CL C COM 253K 1K –
ALPHABET INC. COM 1M 6K –
ALPHABET INC. COM 860K 5K –
AMAZON.COM INC COM 2M 12K –
AMAZON.COM INC COM 981K 5K –
AMERICAN CENTY ETF TR AVANTIS ALL EQT COM 375K 5K –
AMERICAN EXPRESS CO COM 227K 982 –
AMERN TOWER CORP REIT 1M 6K –
AMGEN INC. COM 332K 1K –
APPLE INC COM 8M 38K –
APPLE INC COM 4M 17K –
ARES CAP CORP COM 306K 15K –
ARES REAL ESTATE INCOME REIT 87K 11K –
AVANTIS ALL EQUITY ETF 592K 9K –
AVANTIS U S LARGE CAP ETF 219K 3K –
BANK OF AMERICA CORP COM 747K 19K –
BERKSHIRE HATHAWAY COM 1M 4K –
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B COM 1M 3K –
BLACKSTONE PRIVATE CREDI ETF 272K 11K –
BROADCOM INC COM 633K 394 –
BROADCOM INC COM COM 300K 187 –
CARLYLE TACTICAL PRIVATE ETF 130K 15K –
CHARLES SCHWAB CORP COM 1M 18K –
CHARLES SCHWAB US MC ETF 294K 4K –
CHEVRON CORP COM 466K 3K –
CINCINNATI FINL COM 420K 4K –
CISCO SYSTEMS INC COM 435K 9K –
COCA-COLA CO COM 781K 12K –
COMCAST CORP COM 256K 7K –
COSTCO WHOLESALE CO COM 766K 901 –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE COM 3M 81K –
DIMENSIONAL U S EQUITY ETF 250K 4K –
DIMENSIONAL US ETF 4M 102K –
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 COM 276K 3K –
EATON CORP PLC F ADR 262K 834 –
ELI LILLY AND CO COM 680K 751 –
ENDAVA PLC F ADR 3M 111K –
EUROGAS INC XXX COM 0 200K –
EXXON MOBIL CORP COM 2M 16K –
EXXON MOBIL CORP COM COM 316K 3K –
FIDELITY MSCI ETF 210K 3K –
FIDELITY MSCI INFOR TECH ETF 541K 3K –
FIRST TR NAS 100 EQL ETF 606K 5K –
GENUINE PARTS CO COM 228K 2K –
GLOBAL PAYMENTS INC COM 1M 12K –
HIMS & HERS HEALTH INC COM 304K 15K –
HOME DEPOT INC COM 3M 10K –
HOME DEPOT INC COM 3M 7K –
IBIZ TECHNOLOGY CORP XXX COM 0 25K –
IBM CORP COM 409K 2K –
INTUIT INC COM 253K 385 –
INVSC INTL DVDND ACHVRS ETF 400K 22K –
INVSC QQQ TRUST SRS 1 ETF 909K 2K –
INVSC S P 500 EQUAL ETF 233K 1K –
ISHARES 0-5 YEAR TIPS ETF 6M 62K –
ISHARES 0-5 YEAR TIPS BOND ETF COM 3M 27K –
ISHARES CORE 1-5 YEAR ETF 345K 7K –
ISHARES CORE MSCI EAFE ETF 500K 7K –
ISHARES CORE S&P 500 ETF 6M 10K –
ISHARES CORE S&P 500 ETF COM 2M 3K –
ISHARES CORE S&P SMALL-CAP E COM 605K 6K –
ISHARES CORE S&P TOTAL US STOCK MARKET ETF COM 2M 13K –
ISHARES CORE S&P US VALUE ETF COM 387K 4K –
ISHARES GLOBAL REIT ETF ETF 5M 234K –
ISHARES INC CORE MSCI EMERGING MKTS ETF COM 328K 6K –
ISHARES INC EM MKT SM-CP ETF COM 352K 6K –
ISHARES INTERNTINL ETF 5M 105K –
ISHARES INTL AGGREGATE BOND COM 2M 39K –
ISHARES MSCI ACWI ETF IV ETF 6M 57K –
ISHARES MSCI ACWI EX US ETF 2M 31K –
ISHARES MSCI EAFE ETF ETF 45M 580K –
ISHARES MSCI EAFE ETF COM 2M 27K –
ISHARES MSCI EAFE GROWTH ETF 862K 8K –
ISHARES MSCI EAFE SMALL ETF 2M 27K –
ISHARES MSCI EAFE VALUE ETF 5M 98K –
ISHARES MSCI EMERGING ETF 11M 266K –
ISHARES NATIONAL MUNI ETF 617K 6K –
ISHARES RUSSELL 1000 ETF 286K 784 –
ISHARES RUSSELL 1000 ETF 258K 868 –
ISHARES RUSSELL 1000 INDEX FUND COM 476K 2K –
ISHARES RUSSELL 1000 VALUE ETF COM 254K 1K –
ISHARES RUSSELL 2000 ETF 17M 82K –
ISHARES RUSSELL 2000 ETF 518K 3K –
ISHARES RUSSELL 2000 ETF COM 2M 8K –
ISHARES RUSSELL 3000 ETF 925K 3K –
ISHARES RUSSELL 3000 ETF COM 473K 2K –
ISHARES RUSSELL MID CAP ETF 310K 4K –
ISHARES S&P 100 ETF ETF 296K 1K –
ISHARES S&P 500 GROWTH ETF COM 364K 4K –
ISHARES S&P 500 VALUE ETF COM 370K 2K –
ISHARES SELECT DIVIDEND ETF 549K 5K –
ISHARES SELECT DIVIDEND ETF COM 272K 2K –
ISHARES SHORT TERM NTNL ETF 1M 11K –
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF COM 292K 3K –
ISHARES TOTAL US STOCK ETF 377K 3K –
ISHARES TR CORE MSCI TOTAL COM 281K 4K –
ISHARES TR EAFE GRWTH ETF COM 217K 2K –
ISHARES TR EAFE SML CP ETF COM 404K 7K –
ISHARES TR EAFE VALUE ETF COM 2M 37K –
ISHARES TR MSCI ACWI ETF COM 1M 12K –
ISHARES TR MSCI KLD400 SOC COM 286K 3K –
ISHARES TR RUS 1000 GRW ETF COM 398K 1K –
ISHARES TR RUS MID CAP ETF COM 379K 5K –
ISHARES TR US TREAS BD ETF COM 251K 11K –
ISHARES TREASURY FLOATING RA COM 13M 249K –
ISHARES TREASURY FLOATNG ETF 50M 989K –
ISHARES TRUST CORE MSCI EAFE ETF COM 418K 6K –
ISHARES TRUST GLOBAL REIT ETF COM 3M 108K –
ISHARES TRUST MSCI EMG MKTS ETF USD DIS COM 569K 13K –
ISHARES US ETF 271K 6K –
ISHARES US TECHNOLOGY ETF COM 241K 2K –
ISHARES US TREASURY BOND ETF 343K 15K –
J P MORGAN CHASE & CO COM 667K 3K –
JOHNSON & JOHNSON COM 988K 7K –
LIGHTWAVE LOGIC INC COM COM 45K 15K –
MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A COM 660K 3K –
MASTERCARD INC COM 336K 762 –
MCDONALDS CORP COM 268K 1K –
MCKESSON CORP COM 2M 3K –
MERCK & CO. INC. COM 504K 4K –
META PLATFORMS INC COM 912K 2K –
META PLATFORMS INC CLASS A COM COM 301K 596 –
MICROSOFT CORP COM 4M 10K –
MICROSOFT CORP COM 1M 3K –
MOTOROLA SOLUTIONS COM 228K 590 –
NEOVOLTA INC COM 529K 200K –
NEXTERA ENERGY INC COM 255K 4K –
NIKE INC COM 331K 4K –
NORFOLK SOUTHERN CO COM 288K 1K –
NOVO-NORDISK AS VORMAL F ADR 504K 4K –
NVIDIA CORP COM 2M 12K –
NVIDIA CORPORATION COM COM 1M 9K –
ORACLE CORP COM 830K 6K –
ORACLE CORP COM 330K 2K –
PALO ALTO NETWORKS COM 459K 1K –
PEPSICO INC COM 380K 2K –
PEPSICO INC COM 203K 1K –
PFIZER INC COM 202K 7K –
PHILIP MORRIS INTL COM 234K 2K –
PIMCO ENHANCED SHRT ETF 206K 2K –
PROCTER & GAMBLE COM 559K 3K –
PROCTER AND GAMBLE CO COM COM 257K 2K –
QUADRANT 4 SYSTEMS COM 0 45K –
QUANTA SERVICES INC COM 214K 843 –
REGIONS FINL CO COM 241K 12K –
RTX CORP COM 481K 5K –
SALESFORCE INC COM 452K 2K –
SALESFORCE INC COM COM 214K 833 –
SCHWAB US BROAD MARKET ETF 267K 4K –
SCHWAB US LARGE CAP ETF 346K 3K –
SCHWAB US SMALL CAP ETF ETF 410K 9K –
SELECT STR FINANCIAL ETF 246K 6K –
SOUTHERN CO COM 639K 8K –
SOUTHSTATE CORP COM 341K 4K –
SPDR DOW JONE GLOBAL ETF 1M 26K –
SPDR DOW JONES ETF 486K 1K –
SPDR DOW JONES GLOBAL REAL ESTATE ETF COM 322K 8K –
SPDR FUND CONSUMER ETF 223K 1K –
SPDR INDEX SHARES EMERG ETF 3M 79K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL COM 418K 7K –
SPDR INTRMDT TRM CRPRATE ETF 883K 27K –
SPDR MSCI ACWI EX-US ETF 213K 8K –
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF COM 1M 33K –
SPDR PORTFOLIO DVLPD ETF 6M 165K –
SPDR PORTFOLIO EMERGING MARKETS ETF COM 504K 13K –
SPDR PORTFOLIO S P 1500 ETF 12M 176K –
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF COM 1M 20K –
SPDR PORTFOLIO S&P 400 ETF 579K 11K –
SPDR PORTFOLIO S&P 400 MID CAP ETF COM 361K 7K –
SPDR PORTFOLIO S&P 500 ETF 3M 42K –
SPDR PORTFOLIO S&P 500 ETF COM 304K 5K –
SPDR PORTFOLIO S&P 500 GROWTH ETF COM 417K 5K –
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF COM 1M 37K –
SPDR PORTFOLIO S&P 500 VALUE ETF COM 9M 182K –
SPDR PORTFOLIO S&P 600 ETF 693K 17K –
SPDR PORTFOLIO S&P 600 SMALL CAP ETF COM 206K 5K –
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF COM 4M 151K –
SPDR PORTFOLIO TIPS ETF ETF 931K 37K –
SPDR S&P 500 ETF ETF 255M 469K –
SPDR S&P 500 GROWTH ETF ETF 2M 25K –
SPDR S&P 500 HIGH ETF 4M 109K –
SPDR S&P 500 VALUE ETF ETF 20M 404K –
SPDR S&P 600 SMALL CAP ETF 5M 67K –
SPDR S&P 600 SMALL CAP ETF 4M 48K –
SPDR S&P DIVIDEND ETF ETF 462K 4K –
SPDR S&P EMERGING MARKETS SMALL CAP ETF COM 791K 14K –
SPDR S&P EMERGING MRKT ETF 4M 73K –
SPDR S&P INTERNATIONAL ETF 2M 64K –
SPDR S&P INTERNATIONAL SMALL CAP ETF COM 873K 28K –
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT COM 9M 17K –
SPDR SER TR S&P 600 SMCP GRW COM 2M 22K –
SPDR SERIES TRUST S&P 600 SMCP VAL COM 2M 20K –
SPDR SHORT TERM ETF 10M 346K –
SPDR SSGA ULTRA SHORT ETF 11M 277K –
SPROTT PHYSICAL GOLD ETV ETF 2M 104K –
SSGA ACTIVE ETF TR ULT SHT TRM BD COM 5M 115K –
SYNOVUS FINL CO COM 896K 22K –
TECHNOLOGY SELECT SECTOR ETF 1M 5K –
TENET HEALTHCARE COM 329K 2K –
TESLA INC COM 362K 2K –
TEXAS INSTRUMENTS COM 218K 1K –
THE COCA-COLA CO COM 1M 22K –
TRUIST FINL CORP COM 329K 8K –
UNITEDHEALTH GRP INC COM 206K 404 –
VANGUARD DIVIDEND ETF 5M 28K –
VANGUARD EXTENDED MARKET ETF 2M 12K –
VANGUARD EXTENDED MARKETS INDEX FUND COM 536K 3K –
VANGUARD FTSE ALL WORLD ETF 21M 355K –
VANGUARD FTSE DEVELOPED ETF 485K 10K –
VANGUARD FTSE EMERGING ETF 8M 183K –
VANGUARD GROWTH ETF ETF 2M 7K –
VANGUARD HEALTH CARE ETF 663K 2K –
VANGUARD HIGH DIVIDEND ETF 6M 50K –
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS COM 1M 3K –
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF COM 15M 57K –
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR COM 12M 77K –
VANGUARD INFORMATION ETF 815K 1K –
VANGUARD INTERMEDIATE ETF 2M 29K –
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US COM 8M 137K –
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF COM 3M 73K –
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF COM 7M 66K –
VANGUARD LARGE CAP ETF ETF 8M 31K –
VANGUARD LARGE-CAP INDEX FUND COM 1M 5K –
VANGUARD MID CAP ETF ETF 496K 2K –
VANGUARD MID CAP VALUE ETF 243K 2K –
VANGUARD REAL ESTATE ETF 453K 5K –
VANGUARD S&P 500 ETF ETF 2M 3K –
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS COM 211K 3K –
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF COM 1M 13K –
VANGUARD SHORT INFLATION ETF 404K 8K –
VANGUARD SHORT TERM COR ETF 2M 23K –
VANGUARD SHORT-TERM BOND ETF 286K 4K –
VANGUARD SMALL CAP ETF 338K 1K –
VANGUARD SMALL CAP ETF ETF 2M 11K –
VANGUARD SMALL CAP VALUE ETF 2M 13K –
VANGUARD SMALL-CAP INDEX FUND COM 2M 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF COM 552K 3K –
VANGUARD TOTAL STOCK ETF 41M 154K –
VANGUARD TOTAL WORLD ETF 22M 199K –
VANGUARD VALUE ETF ETF 30M 185K –
VANGUARD WHITEHALL FDS HIGH DIV YLD COM 1M 9K –
VERRA MOBILITY CORP COM 6M 220K –
VISA INC COM 670K 3K –
W R BERKLEY CORP COM 224K 3K –
WALMART INC COM 995K 15K –
WESTROCK CO COM 1M 24K –
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND COM 3M 56K –
WISDOMTREE EURP QLY DIV ETF 299K 9K –
WISDOMTREE FLOATING RATE ETF 197M 4M –
WISDOMTREE GLB EX US QLY ETF 7M 174K –
WISDOMTREE INTERL AI END ETF 1M 37K –
WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND COM 4M 76K –
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND COM 4M 66K –
WISDOMTREE INTL LARGECP ETF 8M 160K –
WISDOMTREE INTL SMALLCP ETF 8M 132K –
WISDOMTREE TR FLOATNG RAT TREA COM 64M 1M –
WISDOMTREE TR GLOBAL EX US QUALITY DIVID GROWTH FD COM 2M 55K –
WISDOMTREE TR INTERNTNL AI ENH COM 503K 13K –
WISDOMTREE TR US MIDCAP DIVID COM 212K 5K –
WISDOMTREE TR US MULTIFACTOR COM 547K 12K –
WISDOMTREE TR US SMALLCAP DIVD COM 2M 66K –
WISDOMTREE US ETF 229K 5K –
WISDOMTREE US MIDCAP ETF 2M 46K –
WISDOMTREE US SMALLCAP ETF 4M 135K –
WORKDAY INC COM USD0.001 CL A COM 324K 1K –
WSDMTREE EMRG MKTS ETF 9M 174K –
XYLEM INC. COM 227K 2K –