# BIP Wealth

BIP Wealth is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** bipwealth.com
- **LinkedIn:** https://www.linkedin.com/company/1185286

## Regulatory record

- **CRD number:** 143208
- **SEC file number:** 801-68882
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143208

## About

BIP Wealth was established in 2007 by Mark Buffington and Bill Harris. The founders drew from their experience at Buckhead Investment Partners and BIP Capital to combine venture capital origination with financial planning services. The firm allocates across venture capital, private markets, and public securities. It structures exposure through direct investments and fund commitments. Confirmed activity centers on North America with emphasis on sports and wellness sectors. Portfolio construction incorporates co-investments and SPV vehicles alongside traditional advisory mandates. Client assets total an estimated $5.5 billion. The firm employs professionals in Atlanta and maintains memberships in the Financial Planning Association and Georgia Society of CPAs. In 2025 Danny Hall joined as VP of Strategic Growth. Constellation Wealth Capital took a minority stake in February 2026. BIP Wealth operates as a hybrid multi-family office that retains venture origination capabilities through its founders' ongoing roles at Panoramic Ventures. This structure allows continued access to early-stage opportunities while delivering integrated wealth planning.

## Sectors

- Venture Capital
- Sports & Wellness

## People

- William B. (Bill) Harris — CEO & Co-Founder

## Questions

### Who runs investment decisions at BIP Wealth?

Mark Buffington and Bill Harris set investment direction as co-founders. Buffington continues to lead related venture vehicles including Panoramic Ventures.

### How does BIP Wealth source proprietary deal flow?

Deal flow originates from the founders' venture capital network and relationships built at Buckhead Investment Partners and BIP Capital.

### Does BIP Wealth participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments or SPVs depending on the opportunity.

### What investment stages does BIP Wealth typically target?

The firm targets venture stages through its affiliated vehicles while maintaining broader private market and public allocations for client portfolios.

### What is BIP Wealth's known posture on co-investments alongside external GPs?

BIP Wealth executes co-investments directly when opportunities align with client mandates and sector focus areas.

## Related profiles

- [Biogen](https://altss.com/profile/biogen)
- [Birchfield Partners](https://altss.com/profile/birchfield-partners)

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Last updated: 2026-07-06T00:31:10.697Z

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