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Building 2VIVALDI CAPITAL MANAGEMENT LP

Map pinCHICAGO, IL
Phone312.248.8300
NotebookSEC #801-73024
Total AUM
$5.6B
Employees
68
Clients
2,461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 WEST WACKER
SUITE 2100
CHICAGO
IL 60606
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
312.248.8300
Other Offices
5

ReceiptFinancials

Total AUM
$5.6B
Accounts
9,855
Discretionary
$2.4B
Accounts
6,060
Non-Discretionary
$3.2B
Accounts
3,795

ContactClients

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Individual Clients
1,121
AUM
$800.3M
HNW Individual Clients
1,304
AUM
$4.5B
Pooled Vehicle Clients
1
AUM
$30.4M
Pension/Profit Sharing Plan Clients
34
AUM
$135.5M
Investment Advisor Clients
1
AUM
$150.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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