STRATEGIES

Investment Strategies for
Advisory Firms

Disciplined manager selection. Mean-variance optimized allocation. Return enhancement focus. Four distinct strategies, each designed to address a specific dimension of private market integration for independent advisory firms.

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)
income STRATEGY

Private Credit

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

  • First-lien, senior-secured positioning
  • Evergreen, always-open access
  • Structured for quarterly distributions
  • LAGO Asset Management1 partnership
Explore Credit
growth STRATEGY

Venture & Growth Equity

Data-driven allocation to AI-enabled, high-growth private companies at the earliest stages of value creation - delivered through a diversified multi-stage venture and growth equity portfolio.

  • Multi-stage venture and growth
  • Follow-on fund access
  • Traditional funds and Evergreen BDC
  • 15+ year2 investment track record
Explore Growth
industry STRATEGY

Strategic Acquisitions

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

  • Al-enabled operational thesis
  • Advisor Acquisition Fund
  • Service industry consolidation
  • Sector expansion in development
Explore Acquisitions
Portfolio Framework

Portfolio Construction

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

  • Custom allocation modeling
  • Client tier mapping
  • Private/public integration analysis
  • IC-ready documentation
Explore Framework
The BIP Capital Operating System

Every Strategy. One Diligence Standard.

We use the same empirically-driven process to select each strategy on our platform: multi-cycle consistency, incentive alignment, process repeatability, reporting transparency, and cultural fit with our advisor-centric model.

portfolio construction

Alpha-oriented investment strategies across private credit, venture and growth equity, and strategic acquisitions — selected for quality, not distribution volume.

Practice Layer

Advisor education, client-ready reporting, workflow integrations with key advisor platforms, market intelligence, and dedicated support.

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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  1. LAGO Asset Management, LLC is a SEC Registered Investment Adviser, separate from BIP Capital, LLC.
  2. 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.