Bivium Capital Partners
- Company typePrivate
- Founded2002
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Bivium Capital Partners firmographics
Firmographics- Name
- Bivium Capital Partners
- Legal name
- Bivium Capital Partners, LLC
- Website
- https://biviumcapital.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Bivium Capital Partners industry classification
Industry- Product category
- Institutional Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where Bivium Capital Partners is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Bivium Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Advisory and OCIO Services Fees: Bivium operates as a Registered Investment Adviser providing multi-manager investment solutions. The firm's all-in fee includes sub-managers' fees and is similar to fees paid to standalone managers. They offer transparent and straightforward fee structures for their advisory solutions and discretionary asset management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Transparent all-in fee structure |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Bivium Capital Partners product offering
Product offeringCore offering
Bivium Capital Partners is a SEC-registered investment adviser that delivers customized multi-manager investment solutions to institutional investors. Its core offerings include OCIO (Outsourced Chief Investment Officer) Solutions, Advisory Services, Discretionary Asset Management, and Emerging Manager Research, all built around providing institutional clients access to diverse, minority-owned, women-owned, and boutique investment managers. The firm earns revenue through advisory and OCIO service fees structured as a transparent all-in model that includes sub-manager fees.
Product overview
Bivium Capital Partners offers a unified multi-manager investment platform centered on diverse and boutique manager strategies. The core offering consists of OCIO Solutions, Advisory Services, Discretionary Asset Management, and Emerging Manager Research, all delivered through a single integrated approach. The platform also includes socially responsible portfolio capabilities (ESG, SRI, DEI, Impact) as specialized modules. The products work together as: the Emerging Manager Research and Advisory Services feed into Discretionary Asset Management, while OCIO Solutions provides comprehensive outsourced investment management incorporating all these capabilities. Bivium Westfuller (BWF), a joint venture with Westfuller Advisors launched in 2020, extends these services with a mission-aligned OCIO focus.
Differentiator
Problem solved
Functional benefit
Brands
- Bivium Westfuller (BWF): A mission-aligned OCIO (Outsourced Chief Investment Officer) joint venture between Bivium Capital Partners and Westfuller Advisors, launched in 2020, focused on delivering investment management services aligned with clients' social impact and mission objectives.
Products and services
- Diverse and Boutique Manager Strategies
Quantifiable outcome
- 10.0% combined net return in FY 2024 for NYC pension systems, surpassing 7% actuarial target
- +1 more outcomes
Companies that use Bivium Capital Partners
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles4 records
Bivium Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Bivium Capital Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Westfuller AdvisorscoreBivium Westfuller (BWF) is a mission-aligned OCIO joint venture between Bivium Capital Partners and Westfuller Advisors, launched in 2020. Mona Williams serves as COO of BWF, responsible for institutionalizing the joint venture with emphasis on operational excellence, process development, and strategic growth initiatives.
Scale indicators3 records
Recent moves3 records
Expansion highlights5 records
Bivium Capital Partners competitors and assessment
Company assessmentDirect peers
- Meketa Investment Group: Independent, employee-owned institutional investment consulting and OCIO firm serving public pensions, Taft-Hartley plans, endowments, and foundations. Closely comparable to Bivium on boutique scale, employee ownership, OCIO delivery model, and institutional client mix.
- NEPC: Independent, employee-owned investment consulting firm providing OCIO, asset allocation, and manager research to public funds, corporate plans, endowments, and foundations. Highly comparable boutique RIA/consulting model with similar institutional client focus.
- Segal (Segal Rogerscasey): Independent consulting firm providing investment advisory and OCIO services to corporate, public, and Taft-Hartley benefit plans. Directly comparable on institutional client mix (including the Taft-Hartley segment Bivium targets) and advisory/OCIO service model.
- Marquette Associates: Independent, employee-owned institutional investment consulting and OCIO provider serving public pensions, corporate plans, endowments, and Taft-Hartley clients. Directly comparable on scale, ownership structure, and OCIO service offering.
- Progress Investment Management Company: MWBE-owned investment management firm historically focused on emerging and diverse manager programs for institutional clients. Several Bivium team members (Cunningham, Glass, Liu, Tung, Houston) previously worked at Progress, and the firms compete for the same MWBE mandate allocation pool.
Broad incumbents
- Aon (Investment Solutions / OCIO): Global OCIO and investment consulting franchise serving corporate, public, and non-profit institutions. Competes with Bivium for the same institutional OCIO mandates, but with materially greater scale, technology investment, and breadth of capabilities.
- Mercer (OCIO): Global investment consulting and OCIO arm of Marsh McLennan serving large institutional investors with outsourced CIO, advisory, and manager research services. Comparable OCIO product set but vastly larger scale and broader asset-class coverage than Bivium.
- Cambridge Associates: Large private investment firm providing OCIO, manager research, and portfolio management primarily to endowments, foundations, and private clients. Competes with Bivium in the OCIO segment but at significantly greater scale and with deeper technology infrastructure.
- Russell Investments (OCIO): Global investment firm offering OCIO, manager research, and multi-asset solutions to institutional clients. Competes with Bivium in the outsourced CIO market but with substantially larger AUM, technology stack, and asset-class breadth.
Emerging players
- Cornerstone Investment Partners: Minority- and women-owned institutional investment management firm providing multi-manager and emerging-manager strategies. Comparable on the MWBE-led institutional manager-of-managers positioning, though smaller and earlier-stage than Bivium.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Bivium Capital Partners social profiles
Digital presenceBivium Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bivium Capital Partners leadership team
Management profileNumber of profiles
Profiles6 records
Bivium Capital Partners subsidiaries and ownership
Company hierarchySubsidiaries1 record
Bivium Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bivium Capital Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bivium Capital Partners
What does Bivium Capital Partners do?
Bivium Capital Partners is a SEC-registered investment adviser that delivers customized multi-manager investment solutions to institutional investors. Its core offerings include OCIO (Outsourced Chief Investment Officer) Solutions, Advisory Services, Discretionary Asset Management, and Emerging Manager Research, all built around providing institutional clients access to diverse, minority-owned, women-owned, and boutique investment managers. The firm earns revenue through advisory and OCIO service fees structured as a transparent all-in model that includes sub-manager fees.
Is Bivium Capital Partners a public or private company?
Bivium Capital Partners is a private company. It is classified as management employee owned and is currently operating.
When was Bivium Capital Partners founded?
Bivium Capital Partners was founded in 2002. It employs 1 to 10 people.
Where is Bivium Capital Partners based?
Bivium Capital Partners is headquartered in San Francisco, United States, in the North America region.
How does Bivium Capital Partners make money?
One revenue line is on record: advisory and OCIO Services Fees.
Who are Bivium Capital Partners's main competitors?
Direct peers on record are Meketa Investment Group, NEPC, Segal (Segal Rogerscasey), Marquette Associates and Progress Investment Management Company. Broad incumbents are Aon (Investment Solutions / OCIO), Mercer (OCIO), Cambridge Associates and Russell Investments (OCIO). Cornerstone Investment Partners is listed as an emerging player.
Does Bivium Capital Partners have an API?
No public API is recorded for Bivium Capital Partners.
What industry is Bivium Capital Partners in?
Bivium Capital Partners's product category is Institutional Investment Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.