Bivium Capital Partners

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

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

• Multi-manager investment solutions
• Outsourced CIO services
• Institutional investment advisory
• Emerging manager research
• Diverse boutique manager strategies

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core 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

Named customers1 record

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Westfuller AdvisorscoreStrategic or Co-development Partner · 1 January 2020Bivium 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

Direct 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

• LinkedInlinkedin.com/company/bivium-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bivium Capital Partners