|
⚲
|
| Bivium Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 134529 |
| SEC # | 801-64067 |
| CIK # | |
| AUM | $3.2 BB (2023-03-27) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 415-825-0610 |
| Address | 601 Montgomery Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.7 |
| (i) State or municipal government entities | 12 | 2.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 3.2 |
| By Discretionary | ||
| Discretionary | 17 | 2.6 |
| Non-Discretionary | 2 | 0.6 |
| Total | 19 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 19 | 3.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Channing Capital Management LLC
✚
|
IL | 3.2 |
|
KBS Capital Advisors LLC
✚
|
CA | 3.2 |
|
Tekla Capital Management LLC
✚
|
MA | 3.2 |
|
NexPoint Asset Management LP
✚
|
TX | 3.2 |
|
Pacific Capital Partners Limited
✚
|
3.2 | |
|
Tiger Iron Capital LLC
✚
|
MA | 3.2 |
|
Signalfire Management Services LLC
✚
|
CA | 3.2 |
|
Guggenheim Funds Investment Advisors LLC
✚
|
IL | 3.2 |
|
Healthcare Community Securities Corporation
✚
|
NY | 3.1 |
|
KBI Global Investors North America Ltd
✚
|
3.1 |