BIVIUM CAPITAL PARTNERS, LLC
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
FINTRXOverview
Bivium Capital Partners, LLC is an SEC-registered investment adviser formed in 2005 that operates as a capital allocator for institutional clients. The firm manages portfolios for pooled investment vehicles and for businesses or institutions, and it also performs selection of third‑party advisers. Its client billing combines a percentage-of-AUM component with performance-based fees, and the firm identifies itself as an active ESG investor, indicating ESG considerations are folded into its investment process and manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- US Government Bonds11%
- Investment Grade Corp Bonds8%
- Other8%
- Non-Investment Grade Corp Bonds5%
Owners & executives
3 of 3DOUGLAS PALENCHAR
Chief Compliance OfficerCRD 2442090
KAI WEI HONG
Managing Partner and Chief Investment StrategistCRD 4507334
LAWRENCE BANCROFT
President and CEOCRD 4505933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 601 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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