Approach

The BIP Capital approach to private market investing.

Today's market environment places new demands on portfolio construction. BIP Capital offers direct access to institutional-quality private equity and credit investments traditionally out of reach for individual investors. The differentiated platform enables advisors to customize well-structured private market allocations aligned to client goals and streamlined for workflows.  

BIP Capital was founded by wealth advisors and is structured to serve the investment needs of wealth advisors and high-net-worth individuals. Our high-quality private equity and private credit strategies are designed for long-term value creation through thoughtful structuring around liquidity, risk, and capital deployment.  

Diversification via integrated private equity and credit products.

The BIP Capital investment platform includes a range of traditional venture funds, an Evergreen equity BDC, and access to a private credit BDC through our partnership with LAGO Innovation Fund. This asset mix allows our advisor partners to tailor private market exposure based on their investor clients' liquidity preferences, income targets, and long-term growth goals. Private equity and credit products complement each other to support portfolio diversification and reduce public market correlations.

Data-driven investing with risk management in focus.

Contrary to long-held assumptions about private equity investments, the expectation of higher returns does not necessarily require accepting a higher level of risk. BIP Capital employs a scientific, research-led investment approach to private market investing. From underwriting to portfolio management, our team intends to help advisors and investors balance return potential and risk mitigation. We source, structure, and support investments with the highest potential of aligning with the goals of RIAs and individual investors seeking differentiated, durable outcomes.

We invite you to get to know our disciplined, forward-thinking investment approaches.