← Back to searchVisit website
VIVALDI CAPITAL MANAGEMENT LP
CRD 160150 · SEC 801-73024
225 WEST WACKER, SUITE 2100, CHICAGO, IL, 60606, United States
Phone
312.248.8300
Fax
847.386.2910
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.64B
Discretionary AUM
$2.40B
Team
68 total employees; 27 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1121 | $800.3M |
| High net worth individuals | 1304 | $4.52B |
| Pooled investment vehicles | 1 | $30.4M |
| Pension/profit sharing plans | 34 | $135.5M |
| Other investment advisers | 1 | $150.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD