SourcingSourcing

BIVIUM CAPITAL PARTNERS, LLC

C26
CRD 134529·SEC 801-64067·SAN FRANCISCO, CA
AUM
$6.73B
$1B+
Est. Revenue
$67.3M
@ 1% on AUM
Est. EBITDA
$20.2M
@ 30% margin
Est. Deal Value
$161.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIVIUM CAPITAL PARTNERS, LLC
CRD
134529
SEC file #
801-64067
EIN
—
DBA names
—

Economics

AUM
$6.73B
AUM band
$1B+
AUM trajectory
'20'26
$1.10B → $6.73B▲ +515%
Client mix
Charitable Organizations21
State Or Municipal Govt11
Pooled Investment Vehicles1

Operations

Employees (total)
16
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
4 advisors → 10 advisors▲ +150%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
biviumcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIVIUM CAPITAL PARTNERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BIVIUM CAPITAL PARTNERS, INC.
BANCROFT, LAWRENCE, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BIVIUMCAPITAL.COM
Rdap Domain Creation Date
2003-01-10T16:53:09Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
E*trade4
Northern Trust2
State Street2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-01-10T16:53:09Z
Rdap Domain Last Changed
2025-11-12T19:29:06Z
Rdap Nameservers
Aryanna.ns.cloudflare.comBill.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BANCROFT, LAWRENCE, PATRICK
Executive Officer · 2.5%
4505933
Glass, Trina, L
Executive Officer · 2.5%
2826914
HONG, KAI WEI
Executive Officer · 2.5%
4507334