RIA Intel›Advisers›Illinois›VIVALDI CAPITAL MANAGEMENT LP

VIVALDI CAPITAL MANAGEMENT LP

Advisory

N·CHICAGO, IL

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM

$5.6B

1-Year AUM Growth

+24.7%

3-Year CAGR

+11.7%

Employees

27

Assets Under Management

Total AUM$5.6B

Discretionary AUM$2.4B

Non-Discretionary AUM$3.2B

Discretionary %42.5%

Total Clients2,270

Team

Total Employees27

Investment Advisers68

Employee Growth (1Y)-4.3%

Filing History

Total Filings on Record55

First FilingJan 4, 2012

Latest FilingJul 21, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VIVALDI CAPITAL MANAGEMENT LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.