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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

BIVIUM CAPITAL PARTNERS, LLC

CRD 134529

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90abd819-2d95-bb63-132d-18036dd62323

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Mar 27, 2012 to May 1, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.02 institutional_share=0.98 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.7BItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 33
Individual clients: 0
High net worth clients: 0
Custody, client assets: $140M
SEC number: 801-64067
CRD: 134529
Filings on the tape: 22
First filed: Mar 27, 2012
Latest filed: May 1, 2026
Organised: Limited Liability Company, DE
Website: biviumcapital.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BANCROFT, LAWRENCE, PATRICK	PRESIDENT & CEO	E	yes	06/2003	Mar 27, 2012	Mar 26, 2024
BANCROFT, LAWRENCE, PATRICK	PRESIDENT AND CEO	Na	yes	06/2010	Mar 27, 2012	Mar 26, 2024
BIVIUM CAPITAL PARTNERS, INC.	MANAGEMENT MEMBER	E	yes	06/2003	Mar 27, 2012	Mar 26, 2024
HONG, KAI WEI	CHIEF INVESTMENT STRATEGIST	Na	yes	09/2010	Mar 1, 2016	Mar 26, 2024
PALENCHAR, DOUGLAS, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	07/2011	Mar 27, 2012	Mar 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$6.7B	$6.0B	16	10	1	n/a	n/a
2024	Mar 31, 2025	$5.1B	$4.7B	15	9	1	n/a	n/a
2023	Mar 26, 2024	$4.2B	$3.7B	13	8	1	n/a	n/a
2022	Mar 27, 2023	$3.2B	$2.6B	12	7	1	n/a	n/a
2021	Mar 29, 2022	$2.2B	$1.9B	10	7	1	n/a	n/a
2020	Mar 15, 2021	$1.5B	$1.5B	10	7	0	n/a	n/a
2019	Mar 25, 2020	$1.3B	$1.3B	10	7	0	n/a	n/a
2018	Mar 5, 2019	$1.1B	$1.1B	7	4	0	n/a	n/a
2017	Mar 21, 2018	$1.2B	$1.2B	7	4	0	n/a	n/a
2016	Mar 31, 2017	$1.2B	$1.2B	8	5	n/a	n/a	n/a
2015	Mar 1, 2016	$1.5B	$1.5B	9	6	n/a	n/a	n/a
2014	Mar 30, 2015	$1.4B	$1.4B	9	6	n/a	n/a	n/a
2013	Mar 13, 2014	$1.7B	$1.7B	6	4	n/a	n/a	n/a
2012	Feb 26, 2013	$1.4B	$1.4B	9	6	n/a	n/a	n/a
2011	Mar 27, 2012	$1.4B	$1.4B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.7B	$5.1B	31.9%	$3.2B	28.3%	16	15	1	1

Relationships

Controls (4)

← PALENCHAR, DOUGLAS, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← BANCROFT, LAWRENCE, PATRICKOwnerPRESIDENT & CEO, ownership code E, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← HONG, KAI WEIOwnerCHIEF INVESTMENT STRATEGIST, ownership code NA, individual
Mar 1, 2016 to Mar 26, 2024factForm ADV
← BIVIUM CAPITAL PARTNERS, INC.OwnerMANAGEMENT MEMBER, ownership code E, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 17, 2026
Regulatory AUM changed
Bivium Capital Partners, Llc reported RAUM $6.7B, up 32% from $5.1B (2025-03-31 to 2026-03-17)
Form ADVobserved 5 days ago
$1.6B
Occurred
Mar 26, 2024
Regulatory AUM changed
Bivium Capital Partners, Llc reported RAUM $4.2B, up 31% from $3.2B (2023-03-27 to 2024-03-26)
Form ADVobserved 5 days ago
$978M
Occurred
Mar 27, 2023
Regulatory AUM changed
Bivium Capital Partners, Llc reported RAUM $3.2B, up 45% from $2.2B (2022-03-29 to 2023-03-27)
Form ADVobserved 5 days ago
$989M
Occurred
Mar 29, 2022
Regulatory AUM changed
Bivium Capital Partners, Llc reported RAUM $2.2B, up 43% from $1.5B (2021-03-15 to 2022-03-29)
Form ADVobserved 5 days ago
$656M
Occurred
Mar 29, 2022
Control person left
Mack Lawrence Howell (Board Member) no longer on Schedule A of Bivium Capital Partners, Llc (listed 2021-03-15, absent 2022-03-29)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90abd819-2d95-bb63-132d-18036dd62323
First observed: Mar 27, 2012
Last observed: May 1, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BIVIUM CAPITAL PARTNERS, LLC

CRD 134529

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90abd819-2d95-bb63-132d-18036dd62323

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BANCROFT, LAWRENCE, PATRICK

PRESIDENT & CEO

yes

06/2003

Mar 27, 2012

Mar 26, 2024

BANCROFT, LAWRENCE, PATRICK

PRESIDENT AND CEO

yes

06/2010

Mar 27, 2012

Mar 26, 2024

BIVIUM CAPITAL PARTNERS, INC.

MANAGEMENT MEMBER

yes

06/2003

Mar 27, 2012

Mar 26, 2024

HONG, KAI WEI

CHIEF INVESTMENT STRATEGIST

yes

09/2010

Mar 1, 2016

Mar 26, 2024

PALENCHAR, DOUGLAS, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

07/2011

Mar 27, 2012

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$6.7B

$6.0B

n/a

2024

Mar 31, 2025

$5.1B

$4.7B

n/a

2023

Mar 26, 2024

$4.2B

$3.7B

n/a

2022

Mar 27, 2023

$3.2B

$2.6B

n/a

2021

Mar 29, 2022

$2.2B

$1.9B

n/a

2020

Mar 15, 2021

$1.5B

n/a

2019

Mar 25, 2020

$1.3B

n/a

2018

Mar 5, 2019

$1.1B

n/a

2017

Mar 21, 2018

$1.2B

n/a

2016

Mar 31, 2017

$1.2B

n/a

2015

Mar 1, 2016

$1.5B

n/a

2014

Mar 30, 2015

$1.4B

n/a

2013

Mar 13, 2014

$1.7B

n/a

2012

Feb 26, 2013

$1.4B

n/a

2011

Mar 27, 2012

$1.4B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.7B

$5.1B

31.9%

$3.2B

28.3%