The BIP EQUITY MANAGEMENT, LLC is a privately held investment adviser that advises $6.93Bn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. BIP EQUITY MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 246.13% over the last 5-years.
The Group has been registered with the SEC for 18.45 years and is comprised of 3 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 3575 PIEDMONT RD, NE BLDG 15, SUITE 730, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 144 employees comprised of 61 investment and 83 non-investment staff. The total number of Employees increased by 144.07% over the last 5-years.
Their $6.93Bn in assets advised are owned by 82 private funds, 1 public fund and BDCs and 38 other accounts. Assets of High Net Worth Individuals clients own $4.82Bn or 69.61% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.47Bn or 21.25% of Total Assets.
The Group's top investment strategies include Traditional LBO, Early Stage and FI/Credit - Lending, representing 47.56%, 41.63% and 10.28% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 78 private funds with $1.44Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BIP EQUITY MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.