Bivium-Westfuller
Manager Intake Form

Date Form Completed

mm/dd/yyyy

Firm Information

Firm Name

Respondent Name

Respondent Title

Respondent Email Address

How did you find BWF?

If relevant, name/organization of referrer

Firm AUM ($mm)

Year Firm Founded

Main Office: City

Main Office: State

# of Employees

# of Investment Professionals

Firm Ownership: % Women and/or Diverse

Firm Ownership: % Women

Firm Ownership: % Diverse

Firm Ownership: % Employee Owned

Product Information

Strategy Name

Asset Class

Provide Sub-Asset Class details below: e.g. US Small Cap, Global Equity, High Yield, VC, Buyout, etc

Sub-Asset Class

Primary Benchmark

Strategy's primary impact focus (if relevant)

Additional impact details (if relevant)

UN PRI Signatory as of most recent year end

Minimum Client Account ($mm)

Upload: 1. Investor presentation and 2. Monthly returns in Excel (if not on eVestment)

Drop your files here

If you are a private manager, please also provide the following information:

Year of Firm's first Principal investment

# of Institutional Funds raised to date

Total equity value of Funds raised to date

Are you currently fundraising?

If yes, what is your target AUM?

What is your target closing date?

mm/dd/yyyy

Do you accept accredited investors?

Minimum LP investment

Fee structure

If you receive a submission error, please remove files for upload and re-try. If you still receive an error, email rob.longnecker@biviumcapital.com

Send me a copy of my responses

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Bivium-Westfuller﻿ Manager Intake Form

Firm Information

Product Information

Provide Sub-Asset Class details below: e.g. US Small Cap, Global Equity, High Yield, VC, Buyout, etc

If you are a private manager, please also provide the following information:

Bivium-Westfuller
Manager Intake Form