BIP Capital, LLC

Privacy Policy

Effective as of June 14, 2023.


This Privacy Policy has been adopted by BIP Capital, LLC (the “Adviser,” “BIP Capital”, “our”, “us”, or “we”). BIP Capital values our customers and makes it a top priority to safeguard the confidential information of our customers. We are committed to protecting your privacy and maintaining your trust and confidence. This privacy notice, which is required by state and federal law, explains the privacy policies of BIP Capital and its affiliated companies. This notice supersedes any other privacy notice you may have received from BIP Capital, and its terms apply both to our current customers and to former customers as well.

How We Protect Your Personal Information

We are committed to maintaining the privacy of our shareholders and to safeguarding their non- public personal information. We will safeguard, according to strict standards of security and confidentiality, all information we receive about you. With regard to this information, we maintain physical, electronic, and procedural safeguards that comply with federal and state standards.

What Kind of Information We Collect

BIP Capital collects information about you to assist us in providing services and products to help you meet your financial goals and objectives and provide high standards of customer service. Additionally, information is obtained from you to help us fulfill our legal and regulatory requirements. Information collected may vary depending on the products and services requested and the scope of our engagement with us.

We collect nonpublic personal information about you from the following sources:

Information provided on applications and related forms, such as name, address, telephone number, Social Security or Tax Identification number, birth date, and financial information such as bank accounts.

How We Use this Information

This information is used only so that we can service your account, send you annual reports and other information about BIP Capital, and send you proxy statements or other information required by law.

Who Has Access to Personal Information

We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. We do not share customer information with any non-affiliated third party except as described below.

Updating Your Information

To help us keep your customer information up-to-date and accurate, please contact BIP Capital at the address below, if there is any change in your personal information.

BIP Capital, LLC
3575 Piedmont Rd NE
Building 15, Suite 730
Atlanta, GA 30305
Attn: Chief Compliance Officer