VIVALDI CAPITAL MANAGEMENT LP

225 West Wacker
Suite 2100
Chicago, Illinois 60606
Tel: 312.248.8300

About VIVALDI CAPITAL MANAGEMENT LP

VIVALDI CAPITAL MANAGEMENT LP, formally registered with the SEC as VIVALDI CAPITAL MANAGEMENT LP. The firm was established in 02/13/2012. They have over 6 offices throughout the country.

VIVALDI CAPITAL MANAGEMENT LP is a Chicago, Illinois based Financial Planning firm with nearly $3,727,839,086 assets under management, offering retirement planning & investment advisory services to 6627 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160150
SEC#	801-73024
Assets Managed by Firm	$3,727,839,086
No. of Clients	6627
No. of Advisors	57

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6627	$3,727,839,086
Individuals (other than high net worth individuals)	720	$522,085,430
High net worth individuals	847	$3,089,913,077
Pension and profit sharing plans	33	$81,815,077

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