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Direct Access to Private Market Investments

While many firms say they offer private investment opportunities, we give accredited investors highly-curated access to private equity, venture capital, and private credit.
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Examples of Private Investments Made Across The Country Over the Years1

Atlanta, ga

Atlanta, ga2

Charlotte, NC

Chicago, IL

Atlanta, ga

Charlotte, NC

Chicago, IL2

New Albany, OH

Franklin, TN

Nashville, TN

Seattle, WA

Atlanta, GA

New York, NY

Atlanta, ga

Atlanta, GA

Atlanta, ga

Atlanta, ga

1These are examples of portfolio companies or fund managers that have been offered as various investment opportunities in the past with qualified investors. Funds may or may not be open to new investments and only serve to provide an example of the variety of private investment attributes that we look for when recommending the purchase of the investment to qualified individuals.

2BIP Ventures and LAGO Asset Management are affiliates of BIP Wealth through common owners. Although BIP Wealth advisors are not incentivized to offer BIP Ventures or LAGO products over other investments, the affiliation creates a conflict of interest when BIP recommends products from these firms.

Our Strategies

The Benefits of Private Investments

Alternative investment strategies such as private equity can help eligible investors diversify and grow their portfolios. At BIP Wealth, we help you gain direct access to innovative companies through three unique routes, ensuring your portfolio is diversified to minimize risks.

Private Equity

While returns are not guaranteed, private equity strategies allow investors to acquire positions in private companies. At BIP Wealth, we target returns of 20%, but model 15% in financial planning projections.

Venture Capital

Through BIP Wealth, you get access to BIP Ventures3 and other third party fund managers to invest in innovative companies during their formative stage where your equity share could provide significant gains depending on company performance.

Private Credit

In private funds, investors can take advantage of debt positions to lend money directly to private companies. We target returns of 10% or higher.

3BIP Ventures is an affiliate of BIP Wealth through common owners. Although BIP Wealth advisors are not incentivized to offer BIP Ventures products over other investments, the affiliation creates a conflict of interest when BIP recommends products from BIP Ventures.

Why BIP

The BIP Approach to Investing in the Private Markets

At BIP Wealth, we help clients unlock opportunities in private markets that are unavailable to most investors. By working with our experienced Personal Wealth Advisors, you’ll have access to alternative investment strategies designed for long-term growth.

Direct Access to Private Companies

Unlike most other firms, our portfolio gives you direct access to private companies in industries such as healthcare, fintech, and enterprise software.

Potential for Higher Returns

Compared to public equities, where average returns on your investment portfolio may be between 8 - 10%, private equity opportunities target 15 - 20% returns; however, investors will need to be comfortable with the risk.

Proactive Approach to Illiquidity

Private market strategies typically require 5 - 7 years to start seeing meaningful returns. Our team, focuses on diversification, types of investments, and risk management to address concerns of illiquidity.

Tailored Strategies

We will work with you to create a strategy that best matches your goals. One guideline is to invest up to a third of your portfolio in private investments, and then tailor your strategy based on your risk tolerance and goals.

Experienced Partnerships

At BIP Wealth, we work with fund managers who have a proven track record and comprehensive due diligence process.

Understanding Private Equity Strategies: Who is Eligible?

It’s important to note that not every investor is eligible for private investment opportunities. Eligibility occurs across three categories:

Accredited Investors

  • Is a high-net-worth individual with at least $1 million, not including primary residence.
  • OR, earned $200K in annual income ($300K if joint income) for the last two years.
  • OR, holds in good standing a Series 7, 65, or 82 license.

Qualified Clients

  • Net worth exceeds $2.2 million, not including primary residence.
  • OR, has $1.1 million or more in assets under management at BIP.

Qualified Purchaser

  • Any high-net-worth individual with at least $5 million in investable assets.

Frequently Asked Questions

How does BIP Wealth customize private equity strategies for clients?

Our wealth advisors work with you to create a tailored private equity investment strategy that best suits your financial goals.

What types of private investment offerings are available at BIP Wealth?

BIP Wealth offers a diverse selection of private equity, venture capital, and private credit offerings. These are in the structure of diversified funds, individual holdings, and BDCs (Business Development Companies).

How do private equity portfolios differ from public equity investments?

Private equity strategies involve investing in privately held companies, which are not traded on public markets. This means that these investments are less liquid and typically held for longer periods.

Can private equity strategies provide growth during market volatility?

Yes. Private equity investors will need to be prepared for market fluctuations, but a diversified portfolio can provide growth over the long term.

What are buyout funds, and how do they work in private equity?

Buyout funds are a type of private equity strategy focused on acquiring controlling stakes in established companies. The goal is typically to improve the business to exit with higher returns.

What's the difference between private equity + venture capital?

Private equity invests in established companies, often taking majority control to improve operations and profitability before exiting. Venture capital focuses on early-stage startups with high growth potential, providing funding in exchange for minority ownership.

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Interested in learning more about BIP Wealth’s unique approach to private investing? Reach out to our team.
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