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Vivaldi capital management professional#
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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). PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.Vivaldi Capital Management Lp operates as a financial advisor firm headquartered in Chicago, Illinois. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES.ĪNY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A SOLICITATION FOR INVESTMENT. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY.ĬONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN.
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