Bivium Capital Partners, LLC

RIASEC RegisteredEst. 2005

Total AUM

$6.7B

Discretionary

$6B

89% of AUM

Avg account

$204M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 134529
Registered since: March 21, 2005
Website: www.biviumcapital.com
Custodians: STATE STREET BANK AND TRUST COMPANY, PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government55.64%
Charitable Organizations42.28%
Pooled Investment Vehicles2.08%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bivium Capital Partners, LLC is an institutional registered investment adviser that acts as a capital allocator for institutional clients. Registered with the SEC in 2005 and organized as an LLC, the firm manages pooled investment vehicles and provides portfolio management for businesses and institutions. It also conducts manager selection, meaning it hires and oversees third-party advisers in addition to running its own strategies. Fees include a percentage of assets under management and performance-based components. Bivium identifies as an active ESG investor, which suggests environmental, social, and governance factors are incorporated into at least some investment or manager-selection decisions.