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Bip Alliance, LLC
BIP Alliance, LLC is a registered investment adviser headquartered in Atlanta, Georgia, founded in 2024. The firm provides personalized investment advisory services for individuals, families, and retirement plans, offering financial planning for retirement, estate purposes, education funding, charitable gifting, and other financial goals. BIP Alliance serves approximately 217 clients and conducts ongoing account monitoring and management. The firm is independently owned and operated and does not receive commission-based compensation from investment products. With a focus on tailored client relationships, BIP Alliance assists clients in developing financial plans suited to their risk tolerance and investment objectives.
Investment Strategy
BIP Alliance, LLC offers customized investment advisory services, including financial and investment planning that accounts for retirement, estate, education, and charitable goals. They meet with clients to assess financial goals, risk tolerance, and time horizon to develop individualized investment plans. The firm provides ongoing monitoring and management of client portfolios, typically reviewed quarterly or when a client's financial situation changes. They do not sell commission-based products and may recommend unaffiliated private market securities approved by BIP’s Investment Committee. In addition, BIP Alliance invests in offerings where it has discretionary authority, based on mandates and objectives set forth in offering documents.
Latest 13F Filing Activity
Bip Alliance, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $260M. The fund increased holdings in Vanguard S&P 500 Etf, Vanguard Extended Market, Vanguard Ftse Developed among other positions. Bip Alliance, LLC reduced exposure to Wisdomtree Floating Rate, Vanguard Total Bond, Vanguard SHRT Inf Prot among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 33.21% | $86.5M | 152,222 | $538.34 | $568.03 | +$13.8M |
V VEA | VANGUARD FTSE DEVELOPED | 10.94% | $28.5M | 499,746 | $48.07 | $57.01 | +$3.4M |
V VTEB | VANGUARD MUNI BND TAX | 10.04% | $26.1M | 533,216 | $50.12 | $49.03 | -$318.3K |
B BND | VANGUARD TOTAL BOND | 7.97% | $20.8M | 281,943 | $72.01 | $73.63 | -$1.4M |
V VXF | VANGUARD EXTENDED MARKET | 7.62% | $19.9M | 103,018 | $188.63 | $192.71 | +$4.2M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Atlanta, GA , United States | |
 | Chief Investment Officer | Atlanta, GA , United States | |
J Jeffrey Grossman | Portfolio Manager | Atlanta, GA , United States | |
 | Portfolio Manager | Atlanta, GA , United States |
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