DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••• C•••••• P•••••••• L••
Latest filing May 1, 2026
First filing on the tape Mar 27, 2012 · 22 filings
SEC status approved since Mar 21, 2005
RAUM
$6.7B
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$6.7B as of May 1, 2026
Mar 27, 2012$1.4B then
HNW client RAUM$0 as of May 1, 2026
Mar 21, 2018$0 then
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 27, 20120 then
Employees (5.A)16 as of May 1, 2026
Feb 26, 20139 then
Private funds: no history
RAUM +32% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $204MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 98%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $140M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$3.7B56%
- Charitable organizations$2.8B42%
- Pooled investment vehicles$140M2.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 21reported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $140M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.02 institutional_share=0.98 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• L•••••••• P•••••• · President And Ceocontrolsince 06/2010 · owns less than 5%
- H•••• K•• W•• · Chief Investment Strategistcontrolsince 09/2010 · owns less than 5%
- P••••••••• D••••••• M•••••• · Chief Compliance Officercontrolsince 07/2011 · owns less than 5%
- B•••••••• L•••••••• P•••••• · President & Ceocontrolsince 06/2003 · owns 75% or more of B••••• C•••••• P•••••••• I•••
Entity owners
- B••••• C•••••• P•••••••• I••• · Management Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
What changed
consecutive filings, newest first
- Accounts · 28 to 33Mar 31, 2025 to Mar 17, 2026
- Advisory employees · 9 to 10Mar 31, 2025 to Mar 17, 2026
- Advisory activities · 3 to 4Mar 31, 2025 to Mar 17, 2026
- Charity clients · 16 to 21Mar 31, 2025 to Mar 17, 2026
- Assets in custody · $179M to $140MMar 31, 2025 to Mar 17, 2026
- Employees · 15 to 16Mar 31, 2025 to Mar 17, 2026
- Discretionary RAUM · $4.7B to $6.0BMar 31, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $437M to $708MMar 31, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $179M to $140MMar 31, 2025 to Mar 17, 2026
- RAUM · $5.1B to $6.7BMar 31, 2025 to Mar 17, 2026
- Accounts · 22 to 28Mar 26, 2024 to Mar 31, 2025
- Advisory employees · 8 to 9Mar 26, 2024 to Mar 31, 2025
- Charity clients · 11 to 16Mar 26, 2024 to Mar 31, 2025
- Assets in custody · $168M to $179MMar 26, 2024 to Mar 31, 2025
- Employees · 13 to 15Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.7B to $4.7BMar 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $444M to $437MMar 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $139M to $179MMar 26, 2024 to Mar 31, 2025
- RAUM · $4.2B to $5.1BMar 26, 2024 to Mar 31, 2025
- Accounts · 19 to 22Mar 27, 2023 to Mar 26, 2024
- Advisory employees · 7 to 8Mar 27, 2023 to Mar 26, 2024
- Charity clients · 7 to 11Mar 27, 2023 to Mar 26, 2024
- Assets in custody · $275M to $168MMar 27, 2023 to Mar 26, 2024
- Employees · 12 to 13Mar 27, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.6B to $3.7BMar 27, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $555M to $444MMar 27, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $275M to $139MMar 27, 2023 to Mar 26, 2024
- RAUM · $3.2B to $4.2BMar 27, 2023 to Mar 26, 2024
- Accounts · 13 to 19Mar 29, 2022 to Mar 27, 2023
- Charity clients · 4 to 7Mar 29, 2022 to Mar 27, 2023
- Assets in custody · $248M to $275MMar 29, 2022 to Mar 27, 2023
- Employees · 10 to 12Mar 29, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.9B to $2.6BMar 29, 2022 to Mar 27, 2023
- Non-discretionary RAUM · $296M to $555MMar 29, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $248M to $275MMar 29, 2022 to Mar 27, 2023
- RAUM · $2.2B to $3.2BMar 29, 2022 to Mar 27, 2023
- Accounts · 7 to 13Mar 15, 2021 to Mar 29, 2022
- Advisory activities · 2 to 3Mar 15, 2021 to Mar 29, 2022
- Charity clients · 1 to 4Mar 15, 2021 to Mar 29, 2022
Signals
5 dated events
- B••••• C•••••• P•••••••• L•• reported RAUM $6.7B, up 32% from $5.1B (2025-03-31 to 2026-03-17)Mar 17, 2026 · RAUM change · derived
- B••••• C•••••• P•••••••• L•• reported RAUM $4.2B, up 31% from $3.2B (2023-03-27 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- B••••• C•••••• P•••••••• L•• reported RAUM $3.2B, up 45% from $2.2B (2022-03-29 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- B••••• C•••••• P•••••••• L•• reported RAUM $2.2B, up 43% from $1.5B (2021-03-15 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Mack Lawrence Howell (Board Member) no longer on Schedule A of B••••• C•••••• P•••••••• L•• (listed 2021-03-15, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bivium-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- biviumwestfuller.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-825-0610reportedpublic record, Form ADV, May 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026