Vivaldi Capital Management, LLC

Vivaldi Capital Management, LLC (CRD# 160150) is a financial advisory firm headquartered in Chicago, IL. They manage $714,742,157 in 824 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    715
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $867,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MI, NC, NE, NJ, NM, NY, PA, TN, TX, WI

Financial Advisors at Vivaldi Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ilya Zlotnik
CRD#: 5212927
225 West Wacker, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

Ilya Zlotnik (CRD# 5212927) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

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