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BIP CAPITAL

ATLANTA, GA · CRD 292983 · IAPD ↗ · 404-410-6476

$1.29BRegulatory AUM
10Advisory reps
50Employees
0Clients
n/aPlanning clients
61Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BIP CAPITAL shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — BIP CAPITAL shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — BIP CAPITAL crossed $1B in regulatory AUM ($942.6M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.