If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The content in this profile was updated by SmartAsset on. It is permitted to provide services to clients throughout 48 U.S. The firm's headquarters is at 225 West Wacker, Chicago, Illinois 60606. The typical financial advisor at Vivaldi Capital Management Lp oversees around 260 client accounts. The firm's typical account size is $556,264. Vivaldi Capital Management Lp also has 2,340 non-discretionary accounts with a total of $1.9 billion in assets. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions for the client's account without requiring the client's approval. Vivaldi Capital Management Lp manages the majority of the firm's client assets in a discretionary manner. Securities are defined as exchangable fiscal assets such as bonds, options and equities. Vivaldi Capital Management Lp does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Vivaldi Capital Management Lp has an average-sized team, including 23 financial advisors. It administers $3.3 billion in assets over 5,990 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). Please read the disclosure statement carefully before you invest or send money.Vivaldi Capital Management Lp operates as a financial advisor firm headquartered in Chicago, Illinois. For additional information about Vivaldi, including fees and services, send for our disclosure statement as set forth on Form ADV. Vivaldi is not responsible or liable for any content or other materials on or available through such sites or any losses related thereto. If you leave this site through a hyperlink, or any other means, you do so at your own risk. Vivaldi expressly disclaims any responsibility for the content, accuracy of information, and availability of and/or quality of products, services or software provided by or advertised on any third-party web sites. Third parties, over whom Vivaldi exercises no control, maintain these web sites. For information pertaining to the registration status of Vivaldi, please contact Vivaldi or refer to the Investment Advisor Public Disclosure web site (This site may provide links to other web sites. Any subsequent, direct communication by Vivaldi with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Investing in the stock market involves gains and losses and may not be suitable for all investors. This web site is limited to the dissemination of general information pertaining to its investment advisory/management services. Vivaldi may only transact business in those states in which it is notice led, or qualifies for an exemption or exclusion from notice ling requirements. Vivaldi and its representatives are in compliance with the current notice ling and registration requirements imposed upon registered investment advisors by those states in which Vivaldi maintains clients. Vivaldi Capital Management, LP (“Vivaldi”) is an SEC registered investment advisor with its principal place of business in the State of Illinois.
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