Bivium Capital Partners, LLC is a large advisory firm based in San Francisco. It manages $1.1 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Bivium Capital Partners provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bivium Capital Partners, LLC is $1.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 988% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bivium Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and state or municipal government entities. The largest group of clients of Bivium Capital Partners is state or municipal government entities with 6 clients and $1.08 billion of assets under management. Among the 7 most similar advisory firms, Bivium Capital Partners has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.1 billion for 7 clients. None of the firm’s clients are foreign persons or businesses.
Bivium Capital Partners doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bivium Capital Partners, LLC performs its advisory services is located at 601 California Street, San Francisco, CA 94108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-825-0610 or by fax 415-398-0605. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at biviumcapital.com and its LinkedIn profile.