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BIVIUM CAPITAL PARTNERS, LLC
CRD 134529File 801-64067
APPROVED
Custody
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.73B
Top 25% of cohort (national)
Discretionary AUM
$6.02B
Non-discretionary $707.9M
Clients
33
33 accounts
Employees
16
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 21, 2005
- Principal office
- 601 MONTGOMERY STREET, SUITE 1212, SAN FRANCISCO, CA, 94111
- Phone
- 415-825-0610
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.73B
- Discretionary AUM
- $6.02B
- Non-discretionary AUM
- $707.9M
- Discretionary accounts
- 30
- Non-discretionary accounts
- 3
- Total accounts
- 33
- AUM per client
- $204.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 21 | $2.85B |
| Pooled investment vehicles | 1 | $139.7M |
| State or municipal government entities | 11 | $3.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 28 | 33 | increased by5 |
| Apr 1, 2026 | AUM | $5,103,926,596 | $6,730,650,483 | increased by$1,626,723,887 |
| Apr 1, 2026 | Accounts | 28 | 33 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 15 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 28 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,199,431,130 | $5,103,926,596 | increased by$2,904,495,466 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 28 | increased by15 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 7 | 13 | increased by6 |
| Apr 1, 2022 | AUM | $1,543,299,517 | $2,199,431,130 | increased by$656,131,613 |
| Apr 1, 2022 | Accounts | 7 | 13 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIVIUM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIVIUM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.