BIP WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 143208). Regulatory assets under management: $5.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Andrew Buffington | MEMBER | — |
| William Joseph Harris | CO-FOUNDER / CEO; MEMBER | — |
| Darrick Harper Alford | CFO / CCO | — |
| Eric Arnold Cramer | CIO | — |
| Nathan Alan Smith | COO | — |
| Duncan Montgomery Meredith | CTO | — |
| SMITH ROBERT ALAN | COO | — |
| BUFFINGTON MARK ANDREW | CHIEF COMPLIANCE OFFICER; CO-FOUNDER; MANAGING MEMBER (+2 more) | — |
| HARRIS WILLIAM JOSEPH | CHIEF COMPLIANCE OFFICER; CO-FOUNDER / CEO; CO-FOUNDER / CEO / CCO (+4 more) | — |
| JOHNSON JENNIE M | CHIEF OPERATING OFFICER | — |
| PENNINGTON ROBERT GLENN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Alford Darrick Harper | CFO; CFO / CCO | — |
| CRAMER ERIC ARNOLD | CIO | — |
| Meredith Duncan Montgomery | CTO | — |
| Warren Dean Prehmus | MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| BIP BAY POINT FUND I-QP, LLC | Private Equity Fund | Delaware | 46 | $8.1M | $100K |
| BIP BAY POINT FUND I - AI, LLC | Private Equity Fund | Delaware | 15 | $1.8M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| ALPHARETTA | GA | 7 | 404-495-5230 |
| PEACHTREE CORNERS | GA | 5 | 7708250248 |
| NASHVILLE | TN | 2 | 8664358877 |
| COLUMBUS | GA | 2 | 706-256-0115 |