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VIVALDI CAPITAL MANAGEMENT PROFESSIONAL
Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive no To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and The company is allowed to serve customers throughout 41 U.S. Vivaldi Capital Management Lp’s central office is at 225 West Wacker, Chicago, Illinois 60606. The typical financial advisor at Vivaldi Capital Management Lp manages about 229 client accounts. The company's average account size is $604,704. The company also manages 2,399 non-discretionary accounts totaling $1.9 billion in AUM. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without needing the customer's permission. Vivaldi Capital Management Lp administers more than half of the company's client assets on a discretionary basis.
Securities are defined as exchangable fiscal investments like stocks, bonds and options. Vivaldi Capital Management Lp does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. It has an average-sized group, including 24 financial advisors. Vivaldi Capital Management Lp oversees $3.3 billion in assets under management throughout 5,505 client accounts, making it one of the biggest firms in the United States by assets under management (AUM). Vivaldi Capital Management Lp is a financial advisor company that has its headquarters in Chicago, Illinois.
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