SourcingSourcing

BIP CAPITAL MANAGEMENT SERVICES, LLC

C35
CRD 300757·SEC 801-119183·ATLANTA, GA
AUM
$345.3M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIP CAPITAL MANAGEMENT SERVICES, LLC
CRD
300757
SEC file #
801-119183
EIN
—
DBA names
—

Economics

AUM
$345.3M
AUM band
$100M-$500M
AUM trajectory
'21'26
$187.5M → $345.3M▲ +84%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
bipventures.vc

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PEACHTREE FINANCIAL SERVICES
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PEACHTREE FINANCIAL SERVICES
VNC INVESTMENTS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
MARK ANDREW BUFFINGTON
Executive Officer · 2.5%
4419164
FLICKINGER, MARK, ANDERSON
Executive Officer · 2.5%
6912420
KNUDSEN, TODD, ERIC
Executive Officer · 2.5%
4465983
PRESSLY, HERBERT, SCOTT
Executive Officer · 2.5%
6050196