Member · BIP Wealth, LLC
Mark A. Buffington
CRD 4419164 · Named on Form ADV at 4 SEC-registered advisers
At a glance
BIP Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $5.3 billion in regulatory assets, lists Mark A. Buffington on its Form ADV as Member, a control person. The SEC filings also name Mark at 3 other registered advisers.
Firms and roles
- BIP Wealth, LLCMemberWealth manager · Atlanta, GA · $5.3B in regulatory assets
- BIP CapitalCEOPrivate fund adviser · Atlanta, GA · $1.3B in regulatory assets
- BIP Capital Management Services, LLCManaging PartnerPrivate fund adviser · Atlanta, GA · $345M in regulatory assets
- Lago Asset ManagementTrustee of Revocable Trust of Mark A BuffingtonPrivate fund adviser · Chicago, IL · $605M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- William J. HarrisCo-Founder / CEO, BIP Wealth, LLC
- Darrick H. AlfordCFO / CCO, BIP Wealth, LLC
- Eric A. CramerCIO, BIP Wealth, LLC
- Nathan A. SmithCOO, BIP Wealth, LLC
- Duncan M. MeredithCto, BIP Wealth, LLC
6 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.