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
Ryan Meacham (CRD# 5113562) is an Investment Advisor Representative working at Vivaldi Capital Management LP in San Diego, CA and has over 17 years of experience in the finance industry.
Zackary Meuser (CRD# 5922193) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 12 years of experience in the finance industry.
Michael Peck (CRD# 6241227) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has 1 year of experience in the finance industry.
Frank Pellicori (CRD# 4233111) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 14 years of experience in the finance industry.
William Proper (CRD# 4357984) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Beachwood, OH and has 1 year of experience in the finance industry.
Jan Shijie Qin (CRD# 5877254) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 13 years of experience in the finance industry.
Brian Quinn (CRD# 4894412) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 17 years of experience in the finance industry.
David Sternberg (CRD# 2352273) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 6 years of experience in the finance industry.
Meaghan Wirtz (CRD# 6086471) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 9 years of experience in the finance industry.
Ilya Zlotnik (CRD# 5212927) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Chicago, IL and has over 17 years of experience in the finance industry.