VIVALDI CAPITAL MANAGEMENT PROFESSIONAL

Platform based on information gathered from users through our online questionnaire. ('Adviser(s)') with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ('SmartAsset'), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc.

With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special

VIVALDI CAPITAL MANAGEMENT PROFESSIONAL

Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. 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). Vivaldi Capital Management Lp operates as a financial advisor firm headquartered in Chicago, Illinois.

Vivaldi capital management