Bivium Capital Partners, LLC

Fee-Only (% of Portfolio)

Bivium Capital Partners is an investment management firm that selects sub-managers to manage client portfolios. Bivium focuses on identifying emerging sub-managers with unique investment strategies in asset classes like domestic equities, international equities, fixed income, and alternative investments. Bivium also offers outsourced chief investment officer (OCIO) services, helping clients develop investment policies and performing due diligence on sub-managers.

Assets Under Management$5.1B
Clients28
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Bivium Capital Partners negotiates its fees with institutional clients on a case-by-case basis. The annual fees for assets under management are:

  • US Small Cap US Equity: 1.00%
  • US All Cap US Equity: 0.75%
  • International Equity: 0.85%
  • International Small Cap Equity: 0.85%
  • Emerging Market Debt: 0.55%
  • Global Credit: 0.55%
  • Core Fixed Income: 0.40%
  • Investment Grade: 0.35%
  • Cash Management: 0.18%

Bivium also accommodates client requests for performance-based or cost-plus fee structures.

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Bivium Capital Partners, LLC | TrueAdvisor