• 312.248.8300
  • Client log in
    • Charles Schwab
    • eMoney
    • Orion
  • Our Team
  • Wealth Management
    • Overview
    • Wealth Planning
    • Investment Management
    • Family Office Services
  • Investment Research
    • Overview
    • Market & Portfolio Research
    • Investment Strategies
  • Retirement Plan Services
  • News & Views
  • Contact Us
  • 312.248.8300
  • Client log in
    • Charles Schwab
    • eMoney
    • Orion

Featured Post

From Moldova to Manufacturing Mastery: The Khakham Family’s Journey to Building Gil Sewing

May 21, 2025

The Threads of a Legacy: Alex Khakham’s Story In this episode of Journeys to the Summit, host Ilya Zlotnik…

Read More

  • All Posts
  • Quarterly Letters
  • Thought Pieces
  • Industry Headlines

Ilya Zlotnik Named to Forbes Best-In-State Wealth Advisors for Second Consecutive Year

May 5, 2025

For the second year in a row, Ilya Zlotnik, Partner and Wealth Advisor at Vivaldi Capital Management, has…

Read More

Asha Tangri Goldstein Celebrates Third Year on Forbes’ Top Women Wealth Advisors List for 2025

March 31, 2025

Vivaldi Capital Management celebrates Asha Tangri Goldstein‘s remarkable achievement of being named to Forbes’ Best-in-State Top Women Wealth…

Read More

Navigating Today’s Real Estate Market: Insights from Scott Ottenheimer

April 2, 2024

In an insightful conversation with Ilya Zlotnik, Advisor and Partner at Vivaldi Capital Management, Scott Ottenheimer, a leader…

Read More

Ready to achieve your goals?
Create an investment plan today.

Get Started

Vivaldi Capital Management LP

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: 216.595.3842

 

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

12555 HIGH BLUFF DRIVE
SUITE #301
SAN DIEGO, CA 92130
P: 858.676.1000

FISHERS, IN

11634 MAPLE STREET
SUITE #300
FISHERS, IN 46038
P: 317.913.7000

Quicklinks

  • Our Team
  • Wealth Management
  • Investment Research
  • Retirement Plan Services
  • News & Views
  • Contact Us
  • Careers
  • Client Login

Connect With Us

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.

  • Privacy Policy & Terms of Use
  • Form ADV Part 2A
  • Relationship Summary (Form CRS)