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A Refresher Course on Bonds

Apr 12, 2021

When it comes to investing, you can be either an owner or a lender. If you own stock…

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A Refresher Course on Bonds

Apr 12, 2021

When it comes to investing, you can be either an owner or a lender. If you own stock…

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UBS Advisor Frank Pellicori Joins Vivaldi Capital Management

Apr 05, 2021

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

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IRS Makes 2021 IRA Cost-of-Living-Adjustments

Feb 15, 2021

Understanding the income ranges and contribution limits for next year. Tax law places limits on the dollar amount…

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6 Questions You Should Ask Your Financial Adviser in 2021

Feb 11, 2021

By: Vivaldi Wealth Advisers Brian Quinn & Ilya Zlotnik The beginning of a new year is the perfect…

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Investor Letter Fourth Quarter 2020

Feb 04, 2021

Market Perspective First and foremost, the Vivaldi team hopes that this correspondence finds you and your loved ones…

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Investor Letter Fall 2020

Feb 04, 2021

Market Perspective For regular patrons of our quarterly update, you will notice that we are sending this correspondence…

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

Oct 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

Oct 02, 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

Jul 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 Capital Management LLC

CHICAGO, IL  (HQ)

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

BEACHWOOD, OH

3333 RICHMOND ROAD
SUITE #480
BEACHWOOD, OH 44122
P: 800.571.0935

MILL VALLEY, CA

104 TIBURON BOULEVARD
SUITE #200
MILL VALLEY, CA 9494
P: 415.321.2950
F: 415.321.2960

SAN RAMON, CA

2010 CROW CANYON PLACE
SUITE #100
SAN RAMON, CA 94583
P: 925.395.4589

LOS GATOS, CA

16185 LOS GATOS BOULEVARD
SUITE #205
LOS GATOS, CA 95032
P: 650.452.7258

SAN DIEGO, CA

16935 W BERNARDO DRIVE
SUITE #260
SAN DIEGO, CA 92127
P: 858.676.1000

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Vivaldi Capital Management, LLC (“Vivaldi”) is an SEC registered investment adviser 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 advisers 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 Adviser 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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