Bip Capital Management Services, LLC
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Overview
Bip Capital Management Services, LLC operates as a financial advisor company located in Atlanta, Georgia. The firm handles $344.4 million in assets under management throughout 18 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). Bip Capital Management Services, LLC has a small group, including 3 financial advisors. Bip Capital Management Services, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets such as options, bonds and equities.
Bip Capital Management Services, LLC administers all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without requiring client permission. The investment advisory firm's average account size is $19.1 million. The typical financial advisor at Bip Capital Management Services, LLC administers about six client accounts, placing it among the more personalized firms in the country.
Bip Capital Management Services, LLC's central office is at 3575 Piedmont Rd Ne, Bldg 15 Ste 730, Atlanta, Georgia 30305. The firm is registered to provide services to investors in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bip Capital Management Services, LLC by the Numbers
$344.4 million
6
18
$19.1 million
Fee Structure
Fees for financial management usually vary depending on the services provided. Fee types billed by Bip Capital Management Services, LLC most likely include any combination of the following fee types: asset-based or performance-based. Bip Capital Management Services, LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
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 caters to pooled investment vehicles. Out of its 18 customers, Bip Capital Management Services, LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- 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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