BIP Wealth Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2007

Year Founded

  • Professionals
  • 36

Professionals

  • AUM

  • Commitments
  • 1

BIP Wealth General Information

Description

BIP Wealth is a wealth management firm based in Atlanta, Georgia. Established in 2007, the firm provides services including estate planning, insurance planning, tax planning, personal financial guidance, comprehensive financial planning, investment management, and cash management. The assets are managed by the executive management team. The firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.bipwealth.com
Formerly Known As
Buckhead Investment Partners
Year Founded
2007
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder
Email
mb
Phone
+1 (404)
Corporate Office
  • 3575 Piedmont Road
  • Building 15, Suite 730
  • Atlanta, GA 30305
  • United States
+1 (404)

BIP Wealth Commitments (1)

BIP Wealth's most recent commitment was from , managed by Valor Ventures. The commitment was made on .

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
Valor Ventures Atlanta, GA 2024
To view BIP Wealth’s complete commitments history, request access »

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BIP Wealth Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

BIP Wealth Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

BIP Wealth Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
BIP Ventures Evergreen BDC Atlanta, GA 2022
Red Tortoise (Atlanta) Atlanta, GA 2015

BIP Wealth FAQs

  • When was BIP Wealth founded?

    BIP Wealth was founded in 2007.

  • Where is BIP Wealth headquartered?

    BIP Wealth is headquartered in Atlanta, GA.

  • How many Assets Under Management (AUM) does BIP Wealth have?

    BIP Wealth has in assets under management.

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