VCM is pleased to be named to the Financial Times 300 Top Registered Investment Advisers for the third consecutive year.
Vivaldi Capital Management, LP (“VCM”), a privately-owned wealth and investment management firm, is pleased to announce that it has ranked in the 2020 Financial Times 300 Top Registered Investment Advisers, a list recognizing top independent RIA firms from across the U.S.
This is the third consecutive year that VCM has been named to the prestigious FT 300 list.
Vivaldi Capital Management, LP (“VCM”) is a privately-owned wealth and investment management firm serving high-net-worth and ultra-high-net-worth individuals, families, and institutions since 2011. VCM’s services include wealth management (inclusive of alternative investments offerings), investment research and retirement plan services, addressing a full range of financial needs.
Together, with its affiliates (collectively, “Vivaldi”), Vivaldi has approximately $3.5 billion of assets under management. VCM is headquartered in Chicago, Illinois with locations in Cleveland, Ohio, Mill Valley, California, San Ramon, California, and Los Gatos, CA.
Michael Peck, President and Co-Chief Investment Officer of Vivaldi, attributes Vivaldi’s success to the firm’s unwavering commitment to clients. “This recognition speaks to our focus on delivering a best-in-class experience to clients through all facets of our firm – from advisor relationships and quantifiable client results, to the technology that supports their experience,” said Mr. Peck.
The seventh annual edition of the FT 300 list represents an impressive cohort of elite RIA firms with the median AUM of this year’s FT 300 being $1.9 billion. Only RIAs with at least $300 million in assets according to the SEC’s database are invited to apply for consideration.
RIAs are graded on several factors, including assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
For more information on Vivaldi Capital Management, visit https://www.vivaldicap.com/.
About Vivaldi Capital Management, LP
Vivaldi Capital Management, LP (“VCM”) is a privately-owned investment advisory firm formed in 2011. VCM specializes in providing integrated wealth management solutions (including alternative investments offerings) to high net worth individuals, families, and institutions.
The VCM team believes that a lot can be automated today but knowing people and what gets them out of bed in the morning, as well as what keeps them up at night, is something that requires real effort to understand. VCM advisors spend meaningful time with each client to better understand that client’s goals, interests, concerns, and risk preferences. Once a client profile has been established, advisors work with VCM’s internal resources to tailor wealth management solutions that address each client’s unique needs.
With headquarters in Chicago and branches in Cleveland, OH, Mill Valley, CA and San Ramon, CA, VCM’s clients enjoy all the services that our founding partners established to manage their wealth, as well as that of their close family and friends. To this day, our partners continue to be significant investors alongside our clients.