The RIA Landscape is Shifting

Access Is Commoditized.
Manager Selection Is Not.

Access to private markets is no longer the challenge — every platform offers it. The challenge is distinguishing between managers who have sold out to scale and managers who have maintained investment discipline.

BIP Capital exists to solve that problem, delivering a curated suite of strategies that seek to generate alpha across private credit, venture and growth equity, and strategic acquisitions — each supported by the operating infrastructure advisory firms need to integrate them.

THE OPERATING SYSTEM

A Private Market Operating System Built for Advisory Firms

BIP Capital was founded by wealth advisors who understood what independent advisory firms require from a private markets partner: alpha-oriented strategies selected through institutional-grade diligence, proprietary market intelligence, and the operational infrastructure to integrate private markets across an entire practice.

We are not a marketplace. We are not a distribution platform. We are the private market operating system where manager selection, discipline, and investment quality come first.

portfolio Layer

Investment strategies designed to identify and access alpha-seeking managers across private credit, venture and growth equity, and strategic acquisitions.

Practice Layer

The infrastructure that operationalizes private markets — advisor education, client-ready reporting, workflow integrations, market intelligence, and hands-on support.

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

MANAGER DILIGENCE

How We Select Managers

BIP Capital does not distribute every strategy that enters our pipeline. We seek to partner with managers with consistent, alpha-oriented characteristics.

MANAGER CRITERIA
01

Multi-Cycle Consistency

Track record evaluated across multiple market environments.

02

Incentive Alignment

Structural alignment between manager economics and investor outcomes.

03

Process Repeatability

Systematic investment approach that produces disciplined results — not single-period outcomes.

PARTNERSHIP CRITERIA
04

Reporting Transparency

Commitment to look-through reporting and ongoing performance disclosure.

05

Advisor Engagement

Cultural alignment with the advisor-centric model — managers who engage directly with advisory teams.

How BIP Capital Compares

Client Satisfaction

We believe advisors and their clients deserve more than access — they deserve outcomes they can see, understand, and trust. BIP Capital seeks to deliver results that compare favorably to public market equivalents and private market peers, though past performance is not indicative of future results and there can be no assurance that any strategy will achieve its objectives.

Unlike broad distribution platforms or direct-to-manager relationships, we believe our model is designed to provide reporting clarity that makes performance meaningful and legible at the client level — not buried in fund-level aggregates. We seek to offer a level of transparency and manager access that we believe is difficult to replicate through traditional channels, giving advisory firms and their clients a clearer view of how capital is being deployed and managed on their behalf.

Advisor Satisfaction

BIP Capital was built by advisors, and we believe that orientation shapes everything about how we serve our partners. We seek to provide proprietary market intelligence and diligence that advisors cannot readily access through generalist platforms or direct manager relationships — intelligence we believe gives advisory teams a genuine edge in conversations with clients and investment committees.

Our model is designed to reduce the operational burden of integrating private markets into an advisory practice, with implementation support, workflow integrations, and client-ready materials that seek to make private markets manageable at the practice level — not just the portfolio level. And through ongoing education, hands-on engagement, and dedicated support, we seek to be the kind of partner that enables advisors to build and deepen their private markets capabilities over time.

15+ Years Across Multiple Market Cycles

$2B+

PLATFORM AUM1
across private credit, venture, and growth equity strategies.

35+

advisor partners
independent advisory firms with $200M to $7B in AUM.

1,900+

familieS2
served through advisor partnerships nationwide.

15+

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

The Next Step

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

  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.