Investment adviser · CRD 292983

BIP CAPITAL

Investment adviser filing (IA)

BIP CAPITAL, LLC

ATLANTA, GA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $1.29B
Client accounts: 62
Employees: 50
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	61	$1,126,739,315	87.3%
Business development companies	1	$163,923,975	12.7%

Filing source

Form ADV 2055716 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

PANORAMIC VENTURE FUND 5-QP, LPPrivate Equity Fund · Last reported Mar 25, 2026$174MGross asset value

Form D fundraising filings

Panoramic Venture Fund 5-QP, LP

Auditor BENNETT THRASHER PC ATLANTA, Georgia, United States

Custodian SOUTHSTATE BANK W, Florida, United States Related to adviser: No

Marketer FDX CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer FRONTIER SECURITIES RICHMOND, Virginia, United States Related to adviser: No

Marketer INVICTA ADVISORS LLC OAKMONT, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

BENNETT THRASHER PC
PCAOB 4051

FDX CAPITAL LLC
CRD 119302 · SEC 8-65170

FRONTIER SECURITIES
CRD 136102 · SEC 8-66972

INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114

Fund details & source

Fund ID: 805-6099150547
Reported beneficial owners: 357
Minimum commitment: $250K
Form D file number: 021-392935

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BIP CAPITAL VENTURE FUND IV-QP, LPPrivate Equity Fund · Last reported Mar 25, 2026$104MGross asset value

Form D fundraising filings

BIP Capital Venture Fund IV-QP, LP

Auditor BENNETT THRASHER PC ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Marketer FRONTIER SECURITIES RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

BENNETT THRASHER PC
PCAOB 4051

FRONTIER SECURITIES
CRD 136102 · SEC 8-66972

Fund details & source

Fund ID: 805-5468176943
Reported beneficial owners: 177
Minimum commitment: $250K
Form D file number: 021-311734

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PANORAMIC SHIFTMED EQUITY II-QP, LLCVenture Capital Fund · Last reported Mar 25, 2026$96.7MGross asset value

Form D fundraising filings

Panoramic ShiftMed Equity II-QP, LLC

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Marketer INVICTA ADVISORS LLC OAKMONT, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114

Fund details & source

Fund ID: 805-9317415281
Reported beneficial owners: 299
Minimum commitment: $100K
Form D file number: 021-469069

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BIP VENTURES SHIFTMED EQUITY III-QP, LLCVenture Capital Fund · Last reported Mar 25, 2026$48.1MGross asset value

Form D fundraising filings

BIP Ventures ShiftMed Equity III-QP, LLC

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Marketer INVICTA ADVISORS LLC OAKMONT, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114

Fund details & source

Fund ID: 805-3639697625
Reported beneficial owners: 143
Minimum commitment: $200K
Form D file number: 021-509692

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PANORAMIC ANNEX FUND 4B-QP, LPPrivate Equity Fund · Last reported Mar 25, 2026$36.2MGross asset value

Form D fundraising filings

PANORAMIC ANNEX FUND 4b-QP, LP

Auditor BENNETT THRASHER PC ATLANTA, Georgia, United States

Custodian SOUTHSTATE BANK WINTER HAVEN, Florida, United States Related to adviser: No

Marketer INVICTA ADVISORS LLC OAKMONT, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

BENNETT THRASHER PC
PCAOB 4051

INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114

Fund details & source

Fund ID: 805-7281916729
Reported beneficial owners: 155
Minimum commitment: $125K
Form D file number: 021-475797

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BIP CAPITAL VENTURE FUND IV, LPPrivate Equity Fund · Last reported Mar 25, 2026$35.7MGross asset value

Form D fundraising filings

BIP Capital Venture Fund IV, LP

Auditor BENNETT THRASHER PC ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Marketer FRONTIER SECURITIES RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

BENNETT THRASHER PC
PCAOB 4051

FRONTIER SECURITIES
CRD 136102 · SEC 8-66972

Fund details & source

Fund ID: 805-9919719599
Reported beneficial owners: 100
Minimum commitment: $250K
Form D file number: 021-311731

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BIP CAPITAL MINI FUND III-QP, LPVenture Capital Fund · Last reported Mar 25, 2026$30.4MGross asset value

Form D fundraising filings

BIP Capital Mini Fund III-QP, LP

Auditor BENNETT THRASHER PC ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Marketer FRONTIER SECURITIES RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

BENNETT THRASHER PC
PCAOB 4051

FRONTIER SECURITIES
CRD 136102 · SEC 8-66972

Fund details & source

Fund ID: 805-3730855317
Reported beneficial owners: 70
Minimum commitment: $100K
Form D file number: 021-348257

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

3575 PIEDMONT RD, BLDG 15, STE 730
ATLANTA, GA, 30305, United States

CRD 292983

Filing source

Form ADV 2055716 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.