SAN FRANCISCO, CACRD 134529Latest ADV March 17, 2026
Bivium Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 17, 2026, reports $6.7B in regulatory assets under management, 16 employees, 1 office, and 33 accounts.
Assets Under Management
$6.7B
Employees
16
Offices
1 office
Total Clients
33
Primary office
SAN FRANCISCO, CA
601 MONTGOMERY STREET, SUITE 1212, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentCharitable represent 63.6% of total clients.
Top client categories% of clientsClients
1
Charitable
63.6%
21
2
Government
33.3%
11
3
Pooled Investment Vehicles
3.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.7Bas of March 17, 2026
Discretionary89.5%
$6.0B
89% of total RAUM89.5%
Non-discretionary10.5%
$708M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.7B
Total Accounts33
10Y AUM Change+$5.5B (+461.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee2:1
10Y Employee Change+8 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.