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Featured Post

Real Estate Investment Strategies with Josh Volen of CIRE and IIya Zlotnik

September 7, 2022

Understanding how to be strategic in your real estate investment strategy is the focus of this latest video…

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Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2021 List of America’s Top Women Wealth Advisors

August 20, 2021

Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, announced that Asha Tangri…

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Vivaldi Capital Management Joins Pensionmark Advisor Support Program Adding $3B in supported assets

August 11, 2021

Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor…

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UBS Advisor Frank Pellicori Joins Vivaldi Capital Management

April 5, 2021

Chicago RIA Vivaldi Capital Management has added a high net worth specialist advisor from UBS. The $2.8bn firm…

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Vivaldi Capital Management, LLC, Expands Advisory and AUM with the Acquisition of Cornerstone

October 22, 2020

Vivaldi Capital Management, LLC (“VCM”), a privately-owned wealth management firm, is pleased to announce the acquisition of San…

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$2.5bn Vivaldi buys San Diego RIA

October 2, 2020

The Chicago firm has snapped up Cornerstone Wealth Management in its first deal of 2020.  Reported on October…

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Vivaldi Capital Management Named to 2020 Financial Times 300 Top Registered Investment Advisers

July 31, 2020

VCM is pleased to be named to the Financial Times 300 Top Registered Investment Advisers for the third…

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Vivaldi Highlighted by FT as a Leader in the Allocation of Alternative Investments

July 30, 2020

With many US registered advisers steering clear of alternatives, Chicago-based Vivaldi Capital Management was highlighted by Financial Times…

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Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2020 List of America’s Top Women Wealth Advisors

April 30, 2020

Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, today announced that Asha…

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Vivaldi buys $350m Cleveland RIA

February 6, 2020

Vivaldi Capital Management is expanding into Cleveland. The $2.8bn Chicago-based RIA has acquired the Proper Analysis Corporation, a…

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Vivaldi Capital Management LP

CHICAGO, IL  (HQ)

225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606
P: 312.248.8300
F: 847.386.2910

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3333 RICHMOND ROAD
SUITE #480
BEACHWOOD, OH 44122
P: 216.595.3842

 

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SAN RAMON, CA 94583
P: 925.395.4589

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SUITE #205
LOS GATOS, CA 95032
P: 650.452.7258

SAN DIEGO, CA

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SUITE #301
SAN DIEGO, CA 92130
P: 858.676.1000

 

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Vivaldi Capital Management, LP (“Vivaldi”) is an SEC registered investment advisor with its principal place of business in the State of Illinois. Vivaldi and its representatives are in compliance with the current notice ling and registration requirements imposed upon registered investment advisors by those states in which Vivaldi maintains clients. Vivaldi may only transact business in those states in which it is notice led, or qualifies for an exemption or exclusion from notice ling requirements. This web site is limited to the dissemination of general information pertaining to its investment advisory/management services. Investing in the stock market involves gains and losses and may not be suitable for all investors. Any subsequent, direct communication by Vivaldi with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vivaldi, please contact Vivaldi or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov). This site may provide links to other web sites. Third parties, over whom Vivaldi exercises no control, maintain these web sites. Vivaldi expressly disclaims any responsibility for the content, accuracy of information, and availability of and/or quality of products, services or software provided by or advertised on any third-party web sites. If you leave this site through a hyperlink, or any other means, you do so at your own risk. Vivaldi is not responsible or liable for any content or other materials on or available through such sites or any losses related thereto. For additional information about Vivaldi, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.

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