Private Markets. Made for Advisors.

Differentiation in private markets starts with one distinction: alpha versus beta.

BIP Capital is the private market operating system built for independent advisory firms — integrating alpha-seeking investment strategies, proprietary market intelligence, and the infrastructure to operationalize private markets across your practice.

Explore Investment Strategies
Request Strategy Materials
the bip capital difference

We're not a marketplace.

We're a private-market operating system built to give your advisory firm an advantage.

Where platforms optimize for distribution volume, we optimize for investment quality. Where scale creates layers between advisors and decision-makers, we provide direct access to the investment professionals managing capital. Where private market reporting lacks transparency, we deliver look-through clarity at the portfolio level.

Other platforms hand you products. We hand you a system for success.

$2B+

PLATFORM AUM1
across private credit, venture, and growth equity strategies.
(as of 3/31/2026)

35+

advisor partners
Independent advisory firms spanning emerging to institutional-scale practices.

1,900+

familieS2
served through advisor partnerships nationwide.

15+

year track recorD3
exposed to multiple market cycles across credit and equity.

Investment Strategies for Advisory Firms

Disciplined manager selection. Concentrated conviction. Return enhancement focus.

Income STRATEGY

Private Credit

Senior-secured, first-lien direct lending strategies designed to deliver attractive risk-adjusted income with structural downside protection.

Explore Credit Strategies
growth STRATEGY

Venture & Growth Equity

Conviction-driven exposure to high-growth private companies at the earliest stages of value creation — where return dispersion is greatest.

Explore Growth Strategies
industry STRATEGY

Strategic Acquisitions

Purpose-built strategies targeting service industries positioned for transformational productivity gains through AI and operational leverage.

Explore Acquisition Strategies
Portfolio Framework

Portfolio Construction

Institutional frameworks for integrating private market allocations across client segments, risk profiles, and liquidity requirements.

Request a Portfolio Review

The Manager Selection Problem

An overcrowded universe. Opaque evaluation. Consequential decisions made without a repeatable process.

Demand for private market allocations is accelerating — but sourcing and evaluating quality managers remains opaque.
A disciplined, institutional-grade process that identifies alpha-oriented strategies and rejects the rest.
A single misallocated position can erode years of client trust and firm credibility.
Repeatable underwriting frameworks, multi-cycle track records, and conviction-driven selection — not a product shelf.
Private market holdings create reporting complexity that most advisory practices aren't structured to support.
Look-through reporting, integrated performance data, and client-ready narratives designed for transparency at scale.
for advisors

Structured for Firms at Every Stage of Private Market Integration

Initiating Private Market Allocations

Portfolio-optimized private market access with structured education, transparent reporting, and low-friction implementation — designed for firms building their first allocation framework.

Learn More

Scaling Across the Practice

We deliver comprehensive advisor training, mean-variance optimized portfolio construction, and standardized client communication frameworks to scale private markets as a core capability.

Request Information

Optimizing an Established Allocation Framework

Direct access to differentiated strategies, follow-on opportunities, and advanced reporting integrations for firms with mature private market allocations.

Explore a Partnership
The RIA Landscape is Shifting

Built Around Differentiation. Defined by Distinction. Grounded in Advantage.

83%

of advisors expect to charge less than 1% for clients with $5M+ in assets by 2026
Cerulli Associates
(May 2025)

70%

of advisors expect clients to increase private markets exposure over 3 years
Adams Street 2026 Advisor Outlook
(April 2026)

86%

of advisors are increasing private markets allocations in 2026
Hamilton Lane Global Private Wealth Survey (January 2026)
What You've Been Told
What Leading Firms Know
Access to private markets is sufficient differentiation.
Access is now commoditized. The differentiation is in manager selection — alpha versus beta.
Established platforms reduce risk through scale and brand recognition.
Scale introduces conflicts. Platform economics increasingly prioritize distribution fees over investment quality.
The largest managers deliver the most consistent outcomes.
Academic research consistently shows an inverse correlation between fund size and net returns in private markets.
Clients are satisfied with broad private market exposure.
Sophisticated clients increasingly evaluate the quality of underlying managers — and expect their advisors to do the same.
ALPHA PUBLIC BETA

The Riches Are in the Niches.

Scale and quality rarely move in the same direction in private markets. As the largest managers prioritize asset gathering, return dispersion between alpha and beta strategies continues to widen.

The most consequential decision in private market allocation is no longer access — it's manager selection.

Your Investment Partners

Direct Access to Decision-Makers.

Every advisor relationship is led by the senior investment professionals responsible for product strategy and portfolio management.

Meet the Team

Investment Leadership

Portfolio strategy and manager guidance

Client Success

Onboarding, reporting, and ongoing support

Research & Diligence

Manager evaluation and monitoring

Advisor Enablement

Education, tools, and client-ready materials

Insights & Intelligence

Research, Education, and Market Perspective

Growth Equity

BIP Capital Welcomes John Gu as Partner

Read
Growth Equity

Track, Jockey, or Horse?

Read
Advisor Insights

The Rise of the Advisor Mega Platform

Read
Market Outlook

The Current and Future State of AI

Read
All Insights

The Next Step

Connect with our investment team to discuss how BIP Capital aligns with your firm's private market objectives.

Invest With Us
Join a Webinar

1. As of 3/31/2026, Platform Assets include $1.6 billion of Regulatory Assets Under Management (RAUM) of BIP Capital, LLC, inclusive of BIP Capital Management Services, LLC, as well as $599 million of assets for which BIP Capital, LLC provides fund administration services.

2. Represents the approximate number of individual investor accounts served through advisor partnerships nationwide as of 3/31/2026.

3. Reflects investment activities of BIP Capital, LLC (formed January 2018) and its predecessor affiliated entities operating under the "BIP Capital" name and, from 2021 through 2023, the "Panoramic Ventures" name. The senior investment professionals responsible for the strategies described herein are the same individuals who were principally responsible for the corresponding strategies at the predecessor entities, using a substantially similar investment process. See Disclosures for additional information regarding predecessors.