Vivaldi Capital Management LP
Vivaldi Capital Management LP (CRD# 160150) is a financial advisory firm headquartered in Chicago, IL. They manage $3,727,839,086 in 6,627 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management3,728MILLION
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Total Number of Accounts6,627ACCOUNTS
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Average Account Value$562,523
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Ted Breiter (CRD# 719024) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 42 years of experience in the finance industry.
Ronald Bremen (CRD# 4545209) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Northbrook, IL and has over 21 years of experience in the finance industry.
Randal Golden (CRD# 2372743) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 30 years of experience in the finance industry.
Greg Goldfeder (CRD# 5764143) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Beachwood, OH and has 1 year of experience in the finance industry.
Asha Goldstein (CRD# 4739422) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 20 years of experience in the finance industry.
Brandon Intrater (CRD# 5633812) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Mill Valley, CA and has over 15 years of experience in the finance industry.
Richard Intrater (CRD# 709118) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Mill Valley, CA and has over 43 years of experience in the finance industry.
Daniel Jones (CRD# 1631929) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 31 years of experience in the finance industry.
Lilian Lo (CRD# 4929414) is an Investment Advisor Representative working at Vivaldi Capital Management LP in San Ramon, CA and has over 18 years of experience in the finance industry.
Chris Meacham (CRD# 1366969) is an Investment Advisor Representative working at Vivaldi Capital Management LP in San Diego, CA and has over 38 years of experience in the finance industry.