Vivaldi Capital Management

Vivaldi Capital Management is a privately-owned wealth and investment management firm serving high-net-worth individuals, families, and institutions. The firm provides integrated advisory services to address a full range of financial needs, including wealth management, investment research, and retirement plan services. Vivaldi's approach focuses on understanding clients' unique life and wealth goals to develop tailored strategies that preserve and grow their wealth.

The firm's investment strategy encompasses private equity, real estate, and hedge funds, targeting various stages such as early-stage, growth, late-stage, pre-IPO, and buyouts. Vivaldi's geographical focus is primarily within the United States, with a diverse industry focus that includes technology, healthcare, real estate, financial services, consumer goods, energy, industrials, media, telecommunications, consumer services, materials, utilities, transportation, business services, and retail. This broad industry focus allows Vivaldi to identify and capitalize on investment opportunities across multiple sectors.

Vivaldi Capital Management was founded in 2011 and has experienced significant growth, expanding its assets under management and broadening its service offerings. The firm's commitment to its clients is evident in its holistic approach to wealth management, emphasizing personalized service and a deep understanding of each client's financial objectives. Vivaldi's partners continue to be significant investors alongside their clients, reflecting their dedication to the firm's success and the success of those they serve.