Sponsor Check › Bip Ventures › Issuer
Business Trust · organized in DELAWARE · formed 2022 · ATLANTA, GA · SEC CIK 1950572
Part of sponsor group: Bip Ventures (275 issuers, 517 filings) · grouped because: shared people · confidence 89% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 20, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: Oct 23, 2026, 8:22 PM ET
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What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.
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Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:13 PM ET.
1 of 1 offering reports sales commissions totalling $50,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D/A File 021-491037 | $50,000 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering. "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D/A (amendment) filed Oct 20, 2026 · amends 0000906791-25-000010 ↗ SEC file no. 021-491037 · accession 0001950572-26-000003 |
|---|---|
| Raise progress | $146,737,940 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 12, 2023 · Form D filed: Oct 20, 2026 (1196 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,200 days (3.3 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 20, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 1,503 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited |
| Minimum investment accepted | $10,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $50,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Mark Buffington, Chairman of the Board and Chief Executive Officer (Oct 20, 2026) |
| Changes vs prior filing | total sold: $108,758,118 → $146,737,940 investors: 1167 → 1503 sales commissions: $0 → $50,000 Compared with the D/A filed Oct 14, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $10,000. Typical range for similar offerings: $5,000–$100,000. Offering size: Indefinite. Typical range: $500,000–$16,420,250. Investors: 1503. Typical range: 2–28. "Similar" = Pooled Investment Fund offerings claiming 506(c) filed in the last 5 years (8,096 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D/A (amendment) filed Oct 14, 2025 · amends 0001950572-24-000002 ↗ SEC file no. 021-491037 · accession 0000906791-25-000010 |
|---|---|
| Raise progress | $108,758,118 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 12, 2023 · Form D filed: Oct 14, 2025 (825 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,200 days (3.3 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 14, 2025. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 1,167 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited |
| Minimum investment accepted | $10,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Mark Buffington, Chairman of the Board and Chief Executive Officer (Oct 14, 2025) |
| Changes vs prior filing | total sold: $74,076,819 → $108,758,118 investors: 842 → 1167 Compared with the D/A filed Aug 15, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $10,000. Typical range for similar offerings: $5,000–$100,000. Offering size: Indefinite. Typical range: $500,000–$16,420,250. Investors: 1167. Typical range: 2–28. "Similar" = Pooled Investment Fund offerings claiming 506(c) filed in the last 5 years (8,096 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Aug 15, 2024 · amends 0001950572-23-000015 ↗ SEC file no. 021-491037 · accession 0001950572-24-000002 |
|---|---|
| Raise progress | $74,076,819 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 12, 2023 · Form D filed: Aug 15, 2024 (400 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,200 days (3.3 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 15, 2024. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 842 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited |
| Minimum investment accepted | $10,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Mark Buffington, Chairman of the Board and Chief Executive Officer (Aug 15, 2024) |
| Changes vs prior filing | total sold: $34,738,548 → $74,076,819 investors: 363 → 842 Compared with the D filed Aug 30, 2023 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $10,000. Typical range for similar offerings: $5,000–$100,000. Offering size: Indefinite. Typical range: $500,000–$16,420,250. Investors: 842. Typical range: 2–28. "Similar" = Pooled Investment Fund offerings claiming 506(c) filed in the last 5 years (8,096 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Aug 30, 2023 SEC file no. 021-491037 · accession 0001950572-23-000015 |
|---|---|
| Raise progress | $34,738,548 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 12, 2023 · Form D filed: Aug 30, 2023 (49 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,200 days (3.3 years) |
| Annual amendments | Issuer reported the offering may last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 363 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited |
| Minimum investment accepted | $10,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Mark Buffington, Chairman of the Board and Chief Executive Officer (Aug 30, 2023) |
| Market context | Minimum investment: $10,000. Typical range for similar offerings: $5,000–$100,000. Offering size: Indefinite. Typical range: $500,000–$16,420,250. Investors: 363. Typical range: 2–28. "Similar" = Pooled Investment Fund offerings claiming 506(c) filed in the last 5 years (8,096 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months · most recent filing Oct 20, 2026.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| Ann St Germain | Director Trustee | GA | Aug 30, 2023 → Oct 20, 2026 | — |
| Hines Brannan | Director Trustee | GA | Aug 30, 2023 → Oct 20, 2026 | — |
| Mark n/a Bell | Director Trustee | GA | Oct 14, 2025 → Oct 20, 2026 | 9 other issuers |
| Mark n/a Buffington | Executive Officer, Director Chairman of Board of Trustees, Chief Executive Officer | GA | Oct 14, 2025 → Oct 20, 2026 | 48 other issuers |
| Mark n/a Flickinger | Executive Officer, Director Trustee and Chief Operating Officer | GA | Oct 14, 2025 → Oct 20, 2026 | 44 other issuers |
| Russell Robins | Director Trustee | GA | Aug 30, 2023 → Oct 20, 2026 | — |
| Todd Knudsen | Executive Officer Chief Financial Officer and Chief Compliance Officer | GA | Aug 30, 2023 → Oct 20, 2026 | 44 other issuers |
| Ann n/a St Germain | Director Trustee | GA | Oct 14, 2025 | — |
| Hines n/a Brannan | Director Trustee | GA | Oct 14, 2025 | — |
| Mark n/a Teixeira | Director Trustee | GA | Oct 14, 2025 | — |
| Russell n/a Robins | Director Trustee | GA | Oct 14, 2025 | — |
| Todd n/a Knudsen | Executive Officer Chief Financial Officer and Chief Compliance Officer | GA | Oct 14, 2025 | 44 other issuers |
| Mark Bell | Director Trustee | GA | Aug 30, 2023 → Aug 15, 2024 | 9 other issuers |
| Mark Buffington | Executive Officer Chairman of Board of Trustees, Chief Executive Officer | GA | Aug 30, 2023 → Aug 15, 2024 | 48 other issuers |
| Mark Flickinger | Executive Officer, Director Trustee and Chief Operating Officer | GA | Aug 30, 2023 → Aug 15, 2024 | 44 other issuers |
| Mark Teixeira | Director Trustee | GA | Aug 30, 2023 → Aug 15, 2024 | — |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people:
Shared address: this business address appears on filings for 95 other issuers. Stated as a count only — many addresses are shared office buildings or registered agents.
None found in sources searched: SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Last checked Oct 23, 2026, 8:36 PM ET.
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