for advisors

Structured for Firms at Every Stage of Private Market Integration

Independent advisory firms approach private markets from different starting points with different objectives. BIP Capital's operating system is designed to meet your firm where you are — and build from there with the education, infrastructure, and investment access each stage requires.

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)

Select Your Starting Point

Each pathway provides strategy recommendations, operational guidance, and resources calibrated to your firm's current stage of private market integration.

Initiating Private Market Allocations

Institutional-grade entry points with structured education, transparent reporting, and low-friction access — designed for firms building their first allocation framework.

Advisory firms evaluating private markets for the first time, or those with limited existing exposure seeking a structured path forward.

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Key outcomes
  • First allocation framework and rationale
  • Credit-first entry strategy
  • IC-ready evaluation materials
  • Integrated reporting from day one

Scaling Across the Practice

Firm-wide enablement infrastructure, portfolio construction support, and consistent advisor-to-client messaging — built to operationalize private markets at scale.

Firms with initial allocations in place that are expanding private market adoption across multiple advisors, client segments, and strategy types.

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Key outcomes
  • Portfolio construction frameworks
  • Standardized advisor training
  • Multi-vehicle access for varied client eligibility
  • Consolidated reporting infrastructure

Optimizing an Established Allocation Framework

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

Sophisticated allocators with established private market programs seeking to enhance manager diversification, reporting granularity, and access to exclusive opportunities.

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Key outcomes
  • Follow-on investment access
  • Emerging manager diligence
  • Advanced API reporting integrations
  • Custom partnership structures
Regardless of Stage

Every Advisory Firm Partnership Includes

Investment Leadership Access

Direct engagement with the professionals managing capital.

Client Success

A named contact for onboarding, reporting questions, and ongoing operational support.

Advisor Enablement

Education materials, client-ready narratives, and compliance-ready resources.

Integrated Reporting

Look-through performance data within key advisor platforms.

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

The Next Step

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

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