Bip Wealth, LLC
● SEC registered since 2008CRD 143208SEC# 801-68882Atlanta, GA
Ranks #1,280 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.29B
Fund GAV
$9.8M
Private funds
2
Employees
88
Accounts
17,391
Location
Atlanta, GA
Bip Wealth, LLC assets under management
Bip Wealth, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2008. It reports $5.3 billion in regulatory assets under management and employs 88 people. Bip Wealth, LLC manages 2 private funds with combined gross assets of $9.8 million, including Bip Bay Point Fund I-Qp, LLC. By regulatory assets, it ranks 1,280 of 6,004 private fund managers.
Bip Wealth, LLC private funds
2 funds · $9.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bip Bay Point Fund I-Qp, LLC | Private Equity | $8.1M | $100K |
| Bip Bay Point Fund I - Ai, LLC | Private Equity | $1.8M | $100K |
Bip Wealth, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bip Advisor Holdings, LLC | Member | 10-25% | 2025 |
| Bip Managing Partner, LLC Control | Member | 25-50% | 2007 |
| Cwc Orion Investor, LLC | Member | 10-25% | 2026 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bip Wealth, LLC manage?
Bip Wealth, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Bip Wealth, LLC manage?
Bip Wealth, LLC manages 2 private funds with combined gross assets of $9.8 million.
How many employees does Bip Wealth, LLC have?
Bip Wealth, LLC reports 88 employees.
Where is Bip Wealth, LLC located?
Bip Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2008.
Does Bip Wealth, LLC disclose fund performance?
Bip Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3575 Piedmont Rd, NE, Bldg 15, Suite 730, Atlanta, GA 30305 |
| Phone | 404-495-5230 |
| Fax | 404-495-5239 |
| Office hours | 8:30-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.29B▲ 57%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$5.29Bregulatory AUM
Discretionary $4.05BNon-discretionary $1.24B
Service providers
Custodian
Administrator