Vivaldi Capital Management
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
225 W Wacker Dr Ste 2100, Chicago, Illin...Phone Number
(312) 248-8300Website
www.vivaldicap.comRevenue
$6.9 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
2
1
2
2
1
About Vivaldi Capital Management
Vivaldi Capital Management LP is a privately-owned wealth and investment management firm based in Chicago, Illinois, catering to high-net-worth individuals, families, and institutions. The firm offers a comprehensive range of services including wealth management, investment research, and retirement plan services, focusing on a holistic approach to wealth preservation and growth. Vivaldi's commitment to its clients is reflected in its integrated advisory services, which aim to meet diverse financial needs and achieve unique life and wealth goals. The firm prides itself on providing the same level of wealth management advice to clients as it does for its own partners and families.Explore more
Vivaldi Capital Management Org Chart
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Activity Insights
Vivaldi Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Vivaldi Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vivaldi Capital Management.
Vivaldi Capital Management financials insights
Gather financial insights about Vivaldi Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Vivaldi Capital Management Tech Stack
A closer look at the technologies used by Vivaldi Capital Management
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Award
Facilities Relocation / Expansion
Vivaldi Capital Management is planning to move its offices in February 2023. The move will impact approximately 50 employees at their existing office located at 225 W Wacker Dr, Suite # 2100, Chicago, IL.
Funding
Vivaldi Capital Management has received an SBA PPP loan for $350,000-1 million from CIBC Bank USA.
Project
Spending/Investment, Sales
Vivaldi Capital Management News & Media
Vivaldi Capital Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
VCM is pleased to be named to the Financial Times 300 Top Registered Investment Advisers for the third consecutive year. (PRWeb July 31, 2020) Read the full story at https://www.prweb.com/releases/vivaldi_capital_management_named_to_2020_financial_times_300_top_registered_investment_advisers/prweb17285379.htmVivaldi Capital Management’s Asha Tangri Goldstein Named to 2020 List of America’s Top Women Wealth Advisors
Nominated for her outstanding leadership, Wealth Advisor Asha Tangri Goldstein was named to the Forbes Magazine’s 2020 Top Women Wealth Advisors list, adding to her growing portfolio of advisor achievements. (PRWeb April 30, 2020) Read the full story at https://www.prweb.com/releases/vivaldi_capital_managements_asha_tangri_goldstein_named_to_2020_list_of_americas_top_women_wealth_advisors/prweb17090605.htmVivaldi Capital Management Expands its Services into Cleveland
Proper Analysis team joins Chicago-based wealth management firm to continue serving Cleveland. (PRWeb December 19, 2019) Read the full story at https://www.prweb.com/releases/vivaldi_capital_management_expands_its_services_into_cleveland/prweb16799754.htmVivaldi Capital Management Advisor Asha Tangri Goldstein Named...
Chicago-based advisor earns back-to-back recognitions for excellence in wealth management. (PRWeb October 09, 2019) Read the full story at https://www.prweb.com/releases/vivaldi_capital_management_advisor_asha_tangri_goldstein_named_best_in_state_next_gen_wealth_advisor_2019_top_wealth_advisor_mom/prweb16633120.htm
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Frequently Asked Questions Regarding Vivaldi Capital Management
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Vivaldi Capital Management LP is a privately-owned wealth and investment management firm based in Chicago, Illinois, catering to high-net-worth individuals, families, and institutions. The firm offers a comprehensive range of services including wealth management, investment research, and retirement plan services, focusing on a holistic approach to... Read More
