Form D · Other Banking and Financial Services
BIP Ventures Wealth Alliance Equity I, LLC
Atlanta, GA · CIK 0002020244
Offering snapshot reported Jun 5, 2024 · SEC filing
- Reported sold
- $6.77M Offering amount: $6.77M
- Investors reported
- 118 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- May 21, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 5, 2024 | Initial | $6,768,000 | No comparison | 118 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-515195
Source: Form D, filed Jun 5, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BIP VENTURES WEALTH ALLIANCE EQUITY I, LLC
Investment adviser: BIP CAPITAL, LLC
- Gross asset value
- $8.19M
- Beneficial owners
- 36
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-9522540604
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| . Bip Capital, Llc | Executive |
| Mark Buffington | Executive |
| Dan Dreschel | Executive |
| Mark Flickinger | Executive |
| Paul Iaffaldano | Executive |
| Todd Knudsen | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Atlanta, GA, 30305