Bip Capital Management Services, LLC
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Overview
Bip Capital Management Services, LLC is located at 3575 Piedmont Rd Ne, Bldg 15 Ste 730, Atlanta, GA. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Bip Capital Management Services, LLC is not a registered broker-dealer.
Bip Capital Management Services, LLC oversees $335.7 million in assets under management across 18 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, which are also the largest client type by accounts. The fee structure at Bip Capital Management Services, LLC includes asset-based and performance-based fees.
Bip Capital Management Services, LLC is registered in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bip Capital Management Services, LLC by the Numbers
$335.7 million
6
18
$18.6 million
Fee Structure
Fees for financial advice typically vary depending on the type of financial services provided. Fees charged by Bip Capital Management Services, LLC may include any combination of the following fee types: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Bip Capital Management Services, LLC's largest client group by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bip Capital Management Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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