Bip Wealth
Asset Manager SEC-registered adviser
Legal name: Bip Wealth, LLC
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
W
W
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Bip Bay Point Fund I-Qp, LLC | Private Equity | $8.1M | $7.3M | 46 | Feb 2023 | Cold |
| Bip Bay Point Fund I - AI, LLC | Private Equity | $1.8M | $1.6M | 15 | Feb 2023 | Cold |
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
- SEC Form ADV Oct 14, 2026