Bivium-Westfuller Manager Intake Form

Bivium-Westfuller

Manager Intake Form

Date Form Completed

Firm Information

Firm Name

Respondent Name

Respondent Title

Respondent Email Address

How did you find BWF?

Select

If relevant, name/organization of referrer

Firm AUM ($mm)

Year Firm Founded

Main Office: City

Main Office: State

Select or enter value

# 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

Select or enter value

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)

Select or enter value

Additional impact details (if relevant)

UN PRI Signatory as of most recent year end

Select or enter value

Minimum Client Account ($mm)

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

Drag and drop files here or

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?

Do you accept accredited investors?

Select

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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