Bip Wealth

Asset Manager SEC-registered adviser

Legal name: Bip Wealth, LLC

Atlanta, GA Website LinkedIn X

AUM

$5.3B
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

—

Employees

88

Last Form D raise

Feb 2023
Most recent fund filing

From SEC Form ADV filing (filed Sep 25, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

M
Member, Bip Managing Partner
W
Member, Prehmus Financial Partners
W
Member, Bip Managing Partner

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Bip Bay Point Fund I-Qp, LLCPrivate Equity$8.1M$7.3M46Feb 2023Cold
Bip Bay Point Fund I - AI, LLCPrivate Equity$1.8M$1.6M15Feb 2023Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
143208
SEC file number
801-68882

Sources