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BIVIUM CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · CRD 134529 · IAPD ↗ · biviumcapital.com · 415-825-0610

$6.73BRegulatory AUM
10Advisory reps
16Employees
2Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

56
April 2026 — BIVIUM CAPITAL PARTNERS, LLC reported RAUM up 32% ($5.10B -> $6.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — BIVIUM CAPITAL PARTNERS, LLC notice-filed in CT, DC, NC, PA, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
56
April 2024 — BIVIUM CAPITAL PARTNERS, LLC reported RAUM up 31% ($3.19B -> $4.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.